Spire Wealth Management’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 | $185K | Buy |
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|
2025
Q2 | $166K | Sell |
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|
2025
Q1 | $274K | Sell |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $353K | Sell |
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|
2024
Q2 | $351K | Sell |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $973K | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $197K | Buy |
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|
2022
Q3 | $136K | Sell |
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|
2022
Q2 | $338K | Sell |
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|
2022
Q1 | $2.31M | Buy |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.71M | Buy |
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