Simplicity Wealth’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 | $776K | Buy |
|
|||||
|
2025
Q2 | $461K | Buy |
|
|||||
|
2025
Q1 | $217K | Buy |
|
|||||
|
2024
Q4 | $235K | Sell |
|
|||||
|
2024
Q3 | $247K | Sell |
|
|||||
|
2024
Q2 | $7.24M | Buy |
|
|||||
|
2024
Q1 | $7.14M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $2.71M | Buy |
|
|||||
|
2022
Q2 | $2.26M | Sell |
|
|||||
|
2022
Q1 | $4.29M | Sell |
|
|||||
|
2021
Q4 | $6.14M | Buy |
|