Sculati Wealth Management’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 | $948K | Sell |
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|
2025
Q1 | $985K | Sell |
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|
2024
Q4 | $1.25M | Sell |
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|
2024
Q3 | $1.31M | Sell |
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|
2024
Q2 | $2.66M | Sell |
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|
2024
Q1 | $5.74M | Sell |
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|
2023
Q4 | $5.56M | Buy |
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|
2023
Q3 | $4.86M | Buy |
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|
2023
Q2 | $5.05M | Buy |
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|
2023
Q1 | $4.78M | Sell |
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|
2022
Q4 | $4.64M | Buy |
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|
2022
Q3 | $4.3M | Buy |
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|
2022
Q2 | $4.42M | Buy |
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|
2022
Q1 | $5.23M | Buy |
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|
2021
Q4 | $5.58M | Buy |
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|
2021
Q3 | $5.41M | Sell |
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|
2021
Q2 | $5.67M | Sell |
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|
2021
Q1 | $5.43M | Sell |
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|
2020
Q4 | $4.87M | Sell |
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|
2020
Q3 | $3.76M | Sell |
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|
2020
Q2 | $3.63M | Sell |
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|
2020
Q1 | $2.94M | Buy |
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|
2019
Q4 | $4.2M | Buy |
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