River Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $446K | Buy |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $357K | Buy |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $321K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $257K | Buy |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $252K | Sell |
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|
2021
Q3 | $351K | Buy |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $213K | Buy |
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|
2019
Q2 | $205K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $195K | Buy |
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|
2018
Q3 | $200K | Buy |
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|
2018
Q2 | $158K | Buy |
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