Spinnaker Investment 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 | $1.64M | Buy |
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|
2025
Q2 | $873K | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.58M | Sell |
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|
2024
Q2 | $1.48M | Sell |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.54M | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $3.06M | Sell |
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|
2021
Q4 | $3.06M | Buy |
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