Schneider Downs Wealth Management Advisors’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 | $1.21M | Sell |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.61M | Hold |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.57M | Sell |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $1.83M | Buy |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $2.11M | Sell |
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|
2021
Q3 | $2.12M | Sell |
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|
2021
Q2 | $2.23M | Sell |
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|
2021
Q1 | $2.17M | Hold |
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|
2020
Q4 | $1.94M | Buy |
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|
2020
Q3 | $1.48M | Sell |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $1.38M | Sell |
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|
2019
Q4 | $2.65M | Buy |
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|
2019
Q3 | $1.93M | Buy |
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|
2019
Q2 | $1.8M | Buy |
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|
2019
Q1 | $1.6M | Buy |
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|
2018
Q4 | $1.29M | Buy |
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|
2018
Q3 | $461K | Buy |
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|
2018
Q2 | $419K | Buy |
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|
2018
Q1 | $324K | Buy |
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