Roberts 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 | $900K | Sell |
|
|||||
|
2025
Q1 | $847K | Sell |
|
|||||
|
2024
Q4 | $977K | Buy |
|
|||||
|
2024
Q3 | $940K | Hold |
|
|||||
|
2024
Q2 | $870K | Hold |
|
|||||
|
2024
Q1 | $851K | Sell |
|
|||||
|
2023
Q4 | $2.83M | Sell |
|
|||||
|
2023
Q3 | $870K | Buy |
|
|||||
|
2023
Q2 | $914K | Sell |
|
|||||
|
2023
Q1 | $861K | Hold |
|
|||||
|
2022
Q4 | $842K | Buy |
|