Signature Estate & 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
Q3 | $2.95M | Sell |
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|
2025
Q2 | $2.81M | Sell |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2.57M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $112K | Sell |
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|
2018
Q2 | $226K | Sell |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $1.1M | Buy |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $976K | Sell |
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|
2017
Q1 | $1.04M | Buy |
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|
2016
Q4 | $979K | Sell |
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|
2016
Q3 | $1.03M | Sell |
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|
2016
Q2 | $986K | Sell |
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|
2016
Q1 | $1M | Buy |
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|
2015
Q4 | $935K | Buy |
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|
2015
Q3 | $806K | Buy |
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|
2015
Q2 | $824K | Buy |
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|
2015
Q1 | $750K | Buy |
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|
2014
Q4 | $673K | Buy |
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|
2014
Q3 | $527K | Buy |
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|
2014
Q2 | $452K | Buy |
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|
2014
Q1 | $363K | Buy |
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