Sound Income Strategies’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 | $38.6K | Sell |
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|
2025
Q2 | $70.6K | Hold |
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|
2025
Q1 | $65.4K | Sell |
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|
2024
Q4 | $73.9K | Buy |
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|
2024
Q3 | $42.4K | Buy |
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|
2024
Q2 | $5.55K | Hold |
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|
2024
Q1 | $5.76K | Sell |
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|
2023
Q4 | $9.78K | Sell |
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|
2023
Q3 | $45.6K | Sell |
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|
2023
Q2 | $65.9K | Buy |
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|
2023
Q1 | $44.6K | Buy |
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|
2022
Q4 | $29K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | $2K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $18.2K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4K | Buy |
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