Sequoia 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
Q2 | $7.04M | Sell |
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|
2025
Q1 | $9.92M | Buy |
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|
2024
Q4 | $10.8M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $9.43M | Sell |
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|
2024
Q1 | $10.8M | Sell |
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|
2023
Q4 | $10.8M | Buy |
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|
2023
Q3 | $9.26M | Sell |
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|
2023
Q2 | $9.84M | Buy |
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|
2023
Q1 | $9.31M | Sell |
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|
2022
Q4 | $9.48M | Sell |
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|
2022
Q3 | $9.24M | Sell |
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|
2022
Q2 | $10.5M | Sell |
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|
2022
Q1 | $13.6M | Buy |
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|
2021
Q4 | $14.1M | Buy |
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|
2021
Q3 | $4.93M | Sell |
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|
2021
Q2 | $13.9M | Sell |
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|
2021
Q1 | $14.7M | Sell |
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|
2020
Q4 | $16.2M | Sell |
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|
2020
Q3 | $12.7M | Sell |
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|
2020
Q2 | $12.4M | Buy |
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|
2020
Q1 | $5.77M | Buy |
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|
2019
Q4 | $7.6M | Buy |
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|
2019
Q3 | $6.78M | Buy |
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|
2019
Q2 | $6.16M | Buy |
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|
2019
Q1 | $5.19M | Buy |
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|
2018
Q4 | $3.58M | Buy |
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|
2018
Q3 | $4.3M | Buy |
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|
2018
Q2 | $4.13M | Buy |
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|
2018
Q1 | $3.75M | Sell |
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|
2017
Q4 | $3.86M | Buy |
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|
2017
Q3 | $3.7M | Sell |
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|
2017
Q2 | $4.45M | Buy |
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|
2017
Q1 | $4.38M | Buy |
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|
2016
Q4 | $3.14M | Buy |
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|
2016
Q3 | $2.54M | Buy |
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|
2016
Q2 | $1.85M | Buy |
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|
2016
Q1 | $1.74M | Sell |
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|
2015
Q4 | $1.85M | Buy |
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|
2015
Q3 | $1.5M | Buy |
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|
2015
Q2 | $1.59M | Buy |
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|
2015
Q1 | $1.19M | Buy |
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