Sigma Investment Counselors’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 | $990K | Sell |
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|
2025
Q2 | $898K | Buy |
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|
2025
Q1 | $441K | Sell |
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|
2024
Q4 | $903K | Sell |
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|
2024
Q3 | $908K | Sell |
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|
2024
Q2 | $856K | Sell |
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|
2024
Q1 | $893K | Buy |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $688K | Buy |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q4 | $643K | Sell |
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|
2022
Q3 | $602K | Buy |
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|
2022
Q2 | $582K | Hold |
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|
2022
Q1 | $707K | Buy |
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|
2021
Q4 | $762K | Buy |
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|
2021
Q3 | $686K | Buy |
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|
2021
Q2 | $710K | Sell |
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|
2021
Q1 | $713K | Sell |
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|
2020
Q4 | $714K | Buy |
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|
2020
Q3 | $376K | Sell |
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|
2020
Q2 | $590K | Sell |
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|
2020
Q1 | $528K | Buy |
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|
2019
Q4 | $738K | Buy |
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|
2019
Q3 | $642K | Buy |
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|
2019
Q2 | $646K | Buy |
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|
2019
Q1 | $582K | Buy |
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|
2018
Q4 | $470K | Buy |
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|
2018
Q3 | $533K | Buy |
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|
2018
Q2 | $488K | Buy |
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|
2018
Q1 | $426K | Sell |
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|
2017
Q4 | $437K | Buy |
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|
2017
Q3 | $410K | Buy |
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|
2017
Q2 | $367K | Buy |
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|
2017
Q1 | $346K | Sell |
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|
2016
Q4 | $395K | Buy |
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|
2016
Q3 | $353K | Buy |
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|
2016
Q2 | $312K | Buy |
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|
2016
Q1 | $282K | Buy |
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|
2015
Q4 | $262K | Buy |
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|
2015
Q3 | $224K | Buy |
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|
2015
Q2 | $231K | Buy |
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