SJS Investment Consulting’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
Q2 | $89.8K | Hold |
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|
2025
Q1 | $83.2K | Hold |
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|
2024
Q4 | $91.8K | Hold |
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|
2024
Q3 | $91.4K | Sell |
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|
2024
Q2 | $88K | Buy |
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|
2024
Q1 | $89.4K | Sell |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $87.7K | Hold |
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|
2023
Q2 | $92.8K | Sell |
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|
2023
Q1 | $94.3K | Sell |
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|
2022
Q4 | $91.3K | Sell |
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|
2022
Q3 | $104K | Buy |
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|
2022
Q1 | $69K | Sell |
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|
2021
Q4 | $77K | Buy |
|