Robertson Stephens Wealth Management’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 | $842K | Hold |
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|
2025
Q1 | $780K | Sell |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $877K | Sell |
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|
2024
Q2 | $844K | Sell |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $619K | Sell |
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|
2022
Q1 | $797K | Buy |
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