Sovereign Financial 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 | $564K | Sell |
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|
2025
Q2 | $535K | Buy |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $418K | Buy |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $346K | Sell |
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|
2023
Q3 | $332K | Sell |
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|
2023
Q2 | $380K | Sell |
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|
2023
Q1 | $368K | Sell |
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|
2022
Q4 | $403K | Buy |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $303K | Buy |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $385K | Sell |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $372K | Hold |
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|
2021
Q1 | $372K | Buy |
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|
2020
Q4 | $293K | Buy |
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