SIC
SJS Investment Consulting’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.8K | Hold |
3,550
| – | – | 0.01% | 138 |
|
|
2025
Q1 | $83.2K | Hold |
3,550
| – | – | 0.01% | 151 |
|
|
2024
Q4 | $91.8K | Buy |
3,550
+1,775
| +100% | +$45.9K | 0.02% | 144 |
|
|
2024
Q3 | $91.4K | Sell |
1,775
-80
| -4% | -$4.12K | 0.02% | 142 |
|
|
2024
Q2 | $88K | Buy |
1,855
+40
| +2% | +$1.9K | 0.02% | 133 |
|
|
2024
Q1 | $89.4K | Sell |
1,815
-303
| -14% | -$14.9K | 0.02% | 138 |
|
|
2023
Q4 | $100K | Hold |
2,118
| – | – | 0.02% | 124 |
|
|
2023
Q3 | $87.7K | Hold |
2,118
| – | – | 0.02% | 120 |
|
|
2023
Q2 | $92.8K | Sell |
2,118
-132
| -6% | -$5.78K | 0.02% | 111 |
|
|
2023
Q1 | $94.3K | Sell |
2,250
-4
| -0.2% | -$168 | 0.03% | 109 |
|
|
2022
Q4 | $91.3K | Sell |
2,254
-489
| -18% | -$19.8K | 0.03% | 118 |
|
|
2022
Q3 | $104K | Buy |
+2,743
| New | +$104K | 0.04% | 115 |
|
|
2022
Q1 | $69K | Buy |
1,448
+696
| +93% | +$33.2K | 0.02% | 153 |
|
|
2021
Q4 | $77K | Buy |
+752
| New | +$77K | 0.02% | 148 |
|