Sandy Spring Bank’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
Q1 | $294K | Buy |
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|
2024
Q4 | $321K | Sell |
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|
2024
Q3 | $322K | Buy |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $277K | Sell |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $281K | Buy |
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|
2023
Q1 | $199K | Sell |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $180K | Buy |
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|
2022
Q2 | $184K | Buy |
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|
2022
Q1 | $198K | Buy |
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|
2021
Q4 | $199K | Buy |
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|
2021
Q3 | $183K | Buy |
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|
2021
Q2 | $186K | Buy |
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|
2021
Q1 | $168K | Sell |
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|
2020
Q4 | $155K | Hold |
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|
2020
Q3 | $119K | Sell |
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|
2020
Q2 | $127K | Hold |
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|
2020
Q1 | $100K | Sell |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $341K | Hold |
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|
2019
Q2 | $350K | Buy |
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|
2019
Q1 | $328K | Buy |
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|
2018
Q4 | $84K | Hold |
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|
2018
Q3 | $104K | Sell |
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|
2018
Q2 | $105K | Sell |
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|
2018
Q1 | $103K | Buy |
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|
2017
Q4 | $82K | Hold |
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|
2017
Q3 | $79K | Hold |
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|
2017
Q2 | $75K | Sell |
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|
2017
Q1 | $78K | Buy |
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|
2016
Q4 | $6K | Hold |
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|
2016
Q3 | $6K | Hold |
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|
2016
Q2 | $5K | Sell |
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|
2016
Q1 | $13K | Buy |
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|
2015
Q4 | $7K | Sell |
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|
2015
Q3 | $23K | Buy |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Hold |
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|
2014
Q4 | $1K | Hold |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Hold |
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|
2013
Q4 | $1K | Buy |
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