Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.38M | Buy |
184,960
+18,914
| +11% | +$567K | ﹤0.01% | 1306 |
|
|
2025
Q4 | $4.73M | Sell |
166,046
-79,179
| -32% | -$2.24M | ﹤0.01% | 1370 |
|
|
2025
Q3 | $6.84M | Sell |
245,225
-780
| -0.3% | -$20.9K | 0.01% | 1134 |
|
|
2025
Q2 | $6.22M | Sell |
246,005
-10,767
| -4% | -$255K | 0.01% | 1129 |
|
|
2025
Q1 | $6.02M | Sell |
256,772
-12,285
| -5% | -$313K | 0.01% | 1086 |
|
|
2024
Q4 | $6.96M | Buy |
269,057
+915
| +0.3% | +$24.3K | 0.01% | 1032 |
|
|
2024
Q3 | $6.9M | Buy |
268,142
+4,192
| +2% | +$104K | 0.01% | 1022 |
|
|
2024
Q2 | $6.26M | Sell |
263,950
-46,410
| -15% | -$1.1M | 0.01% | 1020 |
|
|
2024
Q1 | $7.64M | Buy |
310,360
+14,540
| +5% | +$341K | 0.01% | 914 |
|
|
2023
Q4 | $6.99M | Buy |
295,820
+9,894
| +3% | +$209K | 0.01% | 932 |
|
|
2023
Q3 | $5.92M | Sell |
285,926
-23,926
| -8% | -$525K | 0.01% | 948 |
|
|
2023
Q2 | $6.79M | Buy |
309,852
+122,892
| +66% | +$2.56M | 0.01% | 890 |
|
|
2023
Q1 | $3.92M | Buy |
186,960
+4,006
| +2% | +$86.1K | 0.01% | 1159 |
|
|
2022
Q4 | $3.71M | Sell |
182,954
-52,174
| -22% | -$1.07M | 0.01% | 1145 |
|
|
2022
Q3 | $4.44M | Buy |
235,128
+1,320
| +0.6% | +$27.6K | 0.01% | 1005 |
|
|
2022
Q2 | $4.56M | Buy |
233,808
+10,078
| +5% | +$215K | 0.01% | 1015 |
|
|
2022
Q1 | $5.3M | Buy |
223,730
+53,874
| +32% | +$1.27M | 0.01% | 1027 |
|
|
2021
Q4 | $4.35M | Sell |
169,856
-8,788
| -5% | -$227K | 0.01% | 1151 |
|
|
2021
Q3 | $4.47M | Sell |
178,644
-23,336
| -12% | -$593K | 0.01% | 1079 |
|
|
2021
Q2 | $5.26M | Sell |
201,980
-9,136
| -4% | -$234K | 0.01% | 995 |
|
|
2021
Q1 | $5.26M | Buy |
211,116
+25,976
| +14% | +$639K | 0.01% | 929 |
|
|
2020
Q4 | $4.12M | Buy |
185,140
+45,316
| +32% | +$902K | 0.01% | 970 |
|
|
2020
Q3 | $2.39M | Buy |
139,824
+57,400
| +70% | +$988K | ﹤0.01% | 1125 |
|
|
2020
Q2 | $1.35M | Buy |
82,424
+200
| +0.2% | +$3K | ﹤0.01% | 1369 |
|
|
2020
Q1 | $1.06M | Buy |
82,224
+57,208
| +229% | +$972K | ﹤0.01% | 1394 |
|
|
2019
Q4 | $475K | Sell |
25,016
-6,888
| -22% | -$125K | ﹤0.01% | 2290 |
|
|
2019
Q3 | $556K | Buy |
31,904
+6,864
| +27% | +$121K | ﹤0.01% | 2114 |
|
|
2019
Q2 | $448K | Buy |
25,040
+4,768
| +24% | +$84.3K | ﹤0.01% | 2274 |
|
|
2019
Q1 | $355K | Buy |
20,272
+4,032
| +25% | +$69K | ﹤0.01% | 2260 |
|
|
2018
Q4 | $246K | Sell |
16,240
-4,192
| -21% | -$70.8K | ﹤0.01% | 2345 |
|
|
2018
Q3 | $390K | Sell |
20,432
-868
| -4% | -$16.6K | ﹤0.01% | 2209 |
|
|
2018
Q2 | $393K | Buy |
21,300
+7,732
| +57% | +$140K | ﹤0.01% | 2145 |
|
|
2018
Q1 | $235K | Sell |
13,568
-54,256
| -80% | -$956K | ﹤0.01% | 2389 |
|
|
2017
Q4 | $1.18M | Buy |
67,824
+43,016
| +173% | +$736K | ﹤0.01% | 1424 |
|
|
2017
Q3 | $416K | Buy |
+24,808
| New | +$399K | ﹤0.01% | 1997 |
|
Other funds holding SCHA
AA
