Selective 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
Q3 | $286K | Sell |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $230K | Sell |
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|
2024
Q4 | $293K | Sell |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $516K | Buy |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $464K | Buy |
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|
2022
Q1 | $80K | Buy |
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|
2021
Q4 | $70K | Buy |
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|
2021
Q3 | $68K | Buy |
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|
2021
Q2 | $71K | Sell |
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|
2021
Q1 | $74K | Buy |
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|
2020
Q4 | $66K | Sell |
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|
2020
Q3 | $64K | Buy |
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|
2020
Q2 | $61K | Buy |
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|
2020
Q1 | $48K | Sell |
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|
2019
Q4 | $118K | Sell |
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|
2019
Q3 | $142K | Buy |
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|
2018
Q3 | $100K | Buy |
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