Seneca Financial 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
Q3 | $12.2M | Buy |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $9.35M | Buy |
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|
2024
Q4 | $9.22M | Buy |
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|
2024
Q3 | $8.75M | Buy |
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|
2024
Q2 | $7.55M | Buy |
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|
2024
Q1 | $6.13M | Buy |
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|
2023
Q4 | $4.59M | Buy |
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|
2023
Q3 | $3.86M | Buy |
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|
2023
Q2 | $4.05M | Sell |
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|
2023
Q1 | $4.35M | Sell |
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|
2022
Q4 | $4.73M | Sell |
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|
2022
Q3 | $5.74M | Buy |
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|
2022
Q2 | $5.72M | Buy |
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|
2022
Q1 | $6.41M | Buy |
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|
2021
Q4 | $6.71M | Buy |
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|
2021
Q3 | $6.46M | Buy |
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|
2021
Q2 | $6.7M | Sell |
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|
2021
Q1 | $6.47M | Buy |
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|
2020
Q4 | $5.65M | Buy |
|