SDWMA
Schneider Downs Wealth Management Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
48,002
-1,376
| -3% | -$34.8K | 0.18% | 58 |
|
|
2025
Q1 | $1.16M | Buy |
49,378
+1,376
| +3% | +$32.2K | 0.21% | 53 |
|
|
2024
Q4 | $1.24M | Buy |
48,002
+22,910
| +91% | +$592K | 0.23% | 52 |
|
|
2024
Q3 | $1.29M | Sell |
25,092
-897
| -3% | -$46.2K | 0.26% | 47 |
|
|
2024
Q2 | $1.23M | Sell |
25,989
-1,106
| -4% | -$52.5K | 0.27% | 45 |
|
|
2024
Q1 | $1.33M | Sell |
27,095
-7,019
| -21% | -$346K | 0.31% | 44 |
|
|
2023
Q4 | $1.61M | Hold |
34,114
| – | – | 0.42% | 37 |
|
|
2023
Q3 | $1.41M | Sell |
34,114
-1,785
| -5% | -$73.9K | 0.33% | 37 |
|
|
2023
Q2 | $1.57M | Sell |
35,899
-5,698
| -14% | -$250K | 0.36% | 37 |
|
|
2023
Q1 | $1.74M | Sell |
41,597
-3,677
| -8% | -$154K | 0.36% | 34 |
|
|
2022
Q4 | $1.83M | Buy |
45,274
+5,875
| +15% | +$238K | 0.4% | 34 |
|
|
2022
Q3 | $1.49M | Sell |
39,399
-1,180
| -3% | -$44.6K | 0.44% | 27 |
|
|
2022
Q2 | $1.58M | Sell |
40,579
-155
| -0.4% | -$6.04K | 0.44% | 27 |
|
|
2022
Q1 | $1.93M | Buy |
40,734
+20,124
| +98% | +$953K | 0.49% | 29 |
|
|
2021
Q4 | $2.11M | Sell |
20,610
-610
| -3% | -$62.5K | 0.5% | 27 |
|
|
2021
Q3 | $2.12M | Sell |
21,220
-204
| -1% | -$20.4K | 0.55% | 26 |
|
|
2021
Q2 | $2.23M | Sell |
21,424
-320
| -1% | -$33.3K | 0.58% | 26 |
|
|
2021
Q1 | $2.17M | Hold |
21,744
| – | – | 0.53% | 24 |
|
|
2020
Q4 | $1.94M | Buy |
21,744
+53
| +0.2% | +$4.72K | 0.54% | 23 |
|
|
2020
Q3 | $1.48M | Sell |
21,691
-101
| -0.5% | -$6.9K | 0.5% | 24 |
|
|
2020
Q2 | $1.42M | Sell |
21,792
-4,952
| -19% | -$324K | 0.49% | 21 |
|
|
2020
Q1 | $1.38M | Sell |
26,744
-8,313
| -24% | -$428K | 0.51% | 23 |
|
|
2019
Q4 | $2.65M | Buy |
35,057
+7,358
| +27% | +$557K | 0.79% | 14 |
|
|
2019
Q3 | $1.93M | Buy |
27,699
+2,543
| +10% | +$177K | 0.6% | 19 |
|
|
2019
Q2 | $1.8M | Buy |
25,156
+2,284
| +10% | +$163K | 0.63% | 18 |
|
|
2019
Q1 | $1.6M | Buy |
22,872
+1,573
| +7% | +$110K | 0.6% | 18 |
|
|
2018
Q4 | $1.29M | Buy |
21,299
+15,242
| +252% | +$925K | 0.56% | 17 |
|
|
2018
Q3 | $461K | Buy |
6,057
+357
| +6% | +$27.2K | 0.29% | 31 |
|
|
2018
Q2 | $419K | Buy |
5,700
+1,018
| +22% | +$74.8K | 0.28% | 27 |
|
|
2018
Q1 | $324K | Buy |
+4,682
| New | +$324K | 0.18% | 37 |
|