Roger Wittlin Investment Advisory’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
Q3 | $433K | Sell |
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|
2025
Q2 | $433K | Buy |
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|
2025
Q1 | $400K | Buy |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $435K | Sell |
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|
2024
Q2 | $580K | Sell |
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|
2024
Q1 | $841K | Sell |
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|
2023
Q4 | $819K | Buy |
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|
2023
Q3 | $714K | Buy |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $487K | Buy |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $486K | Sell |
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|
2022
Q1 | $3.08M | Sell |
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|
2021
Q4 | $7.81M | Buy |
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