Sheaff Brock Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $337K | Sell |
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|
2024
Q3 | $691K | Sell |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $724K | Buy |
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|
2023
Q4 | $683K | Buy |
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|
2023
Q3 | $537K | Hold |
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|
2023
Q2 | $568K | Hold |
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|
2023
Q1 | $543K | Hold |
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $501K | Hold |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $571K | Buy |
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|
2021
Q4 | $559K | Buy |
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|
2021
Q3 | $531K | Buy |
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|
2021
Q2 | $524K | Buy |
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|
2021
Q1 | $493K | Sell |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $221K | Buy |
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