Rockbridge Investment 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 | $299K | Sell |
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|
2025
Q1 | $304K | Sell |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $439K | Buy |
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|
2024
Q2 | $404K | Buy |
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|
2024
Q1 | $405K | Sell |
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|
2023
Q4 | $404K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $390K | Buy |
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|
2022
Q3 | $363K | Sell |
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|
2022
Q2 | $383K | Sell |
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|
2022
Q1 | $1.17M | Buy |
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|
2021
Q4 | $1.23M | Sell |
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|
2021
Q3 | $1.36M | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $899K | Sell |
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|
2020
Q2 | $1.05M | Buy |
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