Sage Financial Management Group’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 | $2.14M | Sell |
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|
2025
Q2 | $1.96M | Sell |
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|
2025
Q1 | $1.97M | Sell |
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|
2024
Q4 | $2.28M | Sell |
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|
2024
Q3 | $2.31M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.25M | Buy |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $3.25M | Sell |
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|
2022
Q4 | $3.51M | Buy |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $3.44M | Buy |
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|
2022
Q1 | $3.88M | Buy |
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|
2021
Q4 | $3.96M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $3.61M | Buy |
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|
2021
Q1 | $3.39M | Sell |
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|
2020
Q4 | $3.52M | Buy |
|