Sightline Wealth 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 | $10.8M | Sell |
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|
2025
Q2 | $9.83M | Buy |
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|
2025
Q1 | $8.91M | Buy |
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|
2024
Q4 | $9.57M | Buy |
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|
2024
Q3 | $8.86M | Buy |
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|
2024
Q2 | $8.06M | Buy |
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|
2024
Q1 | $8.13M | Buy |
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|
2023
Q4 | $7.47M | Buy |
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|
2023
Q3 | $5.94M | Buy |
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|
2023
Q2 | $5.19M | Buy |
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|
2023
Q1 | $5.11M | Buy |
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|
2022
Q4 | $4.91M | Buy |
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|
2022
Q3 | $4.58M | Buy |
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|
2022
Q2 | $4.55M | Buy |
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|
2022
Q1 | $5.34M | Sell |
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|
2021
Q4 | $5.88M | Sell |
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|
2021
Q3 | $5.84M | Sell |
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|
2021
Q2 | $6.38M | Sell |
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|
2021
Q1 | $6.8M | Buy |
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|
2020
Q4 | $5.95M | Buy |
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