Sharkey, Howes & Javer’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 | – | Sell |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $408K | Sell |
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|
2024
Q2 | $383K | Sell |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $869K | Buy |
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|
2023
Q2 | $754K | Sell |
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|
2023
Q1 | $775K | Sell |
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|
2022
Q4 | $933K | Sell |
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|
2022
Q3 | $958K | Sell |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.95M | Sell |
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|
2021
Q3 | $3.9M | Sell |
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|
2021
Q2 | $5.11M | Buy |
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|
2021
Q1 | $4.51M | Sell |
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|
2020
Q4 | $7.41M | Sell |
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|
2020
Q3 | $6.26M | Buy |
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|
2020
Q2 | $4.01M | Buy |
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|
2020
Q1 | $774K | Sell |
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|
2019
Q4 | $4.89M | Sell |
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|
2019
Q3 | $4.82M | Sell |
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|
2019
Q2 | $5.57M | Sell |
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|
2019
Q1 | $6.24M | Sell |
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|
2018
Q4 | $13.6M | Sell |
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|
2018
Q3 | $22.4M | Sell |
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|
2018
Q2 | $21.8M | Sell |
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|
2018
Q1 | $22.3M | Sell |
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|
2017
Q4 | $23.1M | Sell |
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|
2017
Q3 | $23.5M | Sell |
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|
2017
Q2 | $23.1M | Sell |
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|
2017
Q1 | $27.1M | Buy |
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|
2016
Q4 | $19.1M | Buy |
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|
2016
Q3 | $16M | Buy |
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|
2016
Q2 | $14.8M | Buy |
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|
2016
Q1 | $8.9M | Sell |
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|
2015
Q4 | $9.15M | Sell |
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|
2015
Q3 | $14M | Sell |
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|
2015
Q2 | $19.8M | Buy |
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|
2015
Q1 | $13.8M | Buy |
|