Sonora Investment Management Group’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 | $414K | Buy |
|
|||||
|
2025
Q2 | $344K | Buy |
|
|||||
|
2025
Q1 | $316K | Sell |
|
|||||
|
2024
Q4 | $372K | Buy |
|
|||||
|
2024
Q3 | $355K | Buy |
|
|||||
|
2024
Q2 | $237K | Hold |
|
|||||
|
2024
Q1 | $237K | Sell |
|
|||||
|
2023
Q4 | $257K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $375K | Buy |
|
|||||
|
2023
Q1 | $332K | Sell |
|
|||||
|
2022
Q4 | $665K | Buy |
|