SIA
Sage Investment Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.53M | Buy |
29,693
+1,345
| +5% | +$69.3K | 1.6% | 21 |
|
|
2024
Q2 | $1.35M | Buy |
28,348
+170
| +0.6% | +$8.07K | 1.52% | 24 |
|
|
2024
Q1 | $1.39M | Buy |
28,178
+4,884
| +21% | +$240K | 1.59% | 24 |
|
|
2023
Q4 | $1.1M | Sell |
23,294
-29,951
| -56% | -$1.41M | 1.33% | 26 |
|
|
2023
Q3 | $2.21M | Buy |
53,245
+2,949
| +6% | +$122K | 3.03% | 9 |
|
|
2023
Q2 | $2.2M | Buy |
50,296
+3,012
| +6% | +$132K | 2.94% | 10 |
|
|
2023
Q1 | $1.98M | Buy |
47,284
+3,725
| +9% | +$156K | 2.65% | 11 |
|
|
2022
Q4 | $1.76M | Buy |
43,559
+868
| +2% | +$35.2K | 2.52% | 10 |
|
|
2022
Q3 | $1.61M | Buy |
42,691
+10,580
| +33% | +$400K | 2.55% | 11 |
|
|
2022
Q2 | $1.25M | Buy |
32,111
+1,687
| +6% | +$65.8K | 1.96% | 18 |
|
|
2022
Q1 | $1.44M | Buy |
30,424
+17,406
| +134% | +$824K | 1.91% | 17 |
|
|
2021
Q4 | $1.33M | Buy |
+13,018
| New | +$1.33M | 1.72% | 20 |
|