Steele Capital 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
$63.1M Sell
2025
Q2
$57.7M Buy
2025
Q1
$38.1M Buy
2024
Q4
$41.6M Buy
2024
Q3
$41.3M Buy
2024
Q2
$34.2M Sell
2024
Q1
$35.5M Sell
2023
Q4
$34.3M Buy