Roundview Capital’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 | $856K | Sell |
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|
2025
Q1 | $857K | Buy |
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|
2024
Q4 | $941K | Sell |
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|
2024
Q3 | $945K | Buy |
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|
2024
Q2 | $831K | Sell |
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|
2024
Q1 | $953K | Sell |
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|
2023
Q4 | $946K | Sell |
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|
2023
Q3 | $950K | Buy |
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|
2023
Q2 | $996K | Buy |
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|
2023
Q1 | $953K | Sell |
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|
2022
Q4 | $927K | Buy |
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|
2022
Q3 | $820K | Buy |
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|
2022
Q2 | $840K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.13M | Buy |
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|
2021
Q3 | $1.08M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $958K | Hold |
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|
2020
Q3 | $735K | Sell |
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|
2020
Q2 | $740K | Sell |
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|
2020
Q1 | $617K | Sell |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $953K | Buy |
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|
2018
Q4 | $758K | Sell |
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|
2018
Q3 | $988K | Buy |
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|
2018
Q2 | $765K | Buy |
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|
2018
Q1 | $559K | Buy |
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|
2017
Q4 | $543K | Buy |
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|
2017
Q3 | $523K | Buy |
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|
2017
Q2 | $443K | Buy |
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|
2017
Q1 | $392K | Buy |
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|
2016
Q4 | $373K | Buy |
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