Stockman 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 | $553K | Sell |
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|
2025
Q2 | $533K | Sell |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $480K | Sell |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $442K | Buy |
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|
2024
Q1 | $416K | Buy |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $372K | Hold |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $342K | Buy |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $538K | Buy |
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|
2021
Q3 | $501K | Hold |
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|
2021
Q2 | $521K | Sell |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $575K | Sell |
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|
2020
Q3 | $503K | Sell |
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|
2020
Q2 | $545K | Sell |
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|
2020
Q1 | $430K | Buy |
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|
2019
Q4 | $557K | Buy |
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|
2019
Q3 | $496K | Buy |
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|
2019
Q2 | $502K | Sell |
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|
2019
Q1 | $504K | Sell |
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|
2018
Q4 | $554K | Buy |
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|
2018
Q3 | $443K | Sell |
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|
2018
Q2 | $430K | Hold |
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|
2018
Q1 | $404K | Sell |
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|
2017
Q4 | $437K | Sell |
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|
2017
Q3 | $436K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.46M | Buy |
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|
2016
Q1 | $1.39M | Sell |
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|
2015
Q4 | $1.44M | Sell |
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|
2015
Q3 | $1.42M | Buy |
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|
2015
Q2 | $1.5M | Buy |
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|
2015
Q1 | $1.43M | Buy |
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|
2014
Q4 | $1.28M | Buy |
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