Stordahl 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
Q2 | $324K | Hold |
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|
2025
Q1 | $300K | Sell |
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|
2024
Q4 | $346K | Buy |
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|
2024
Q3 | $326K | Buy |
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|
2024
Q2 | $304K | Hold |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $303K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $241K | Sell |
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|
2021
Q3 | $239K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $238K | Sell |
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|
2020
Q4 | $267K | Hold |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $521K | Sell |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.25M | Hold |
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|
2019
Q2 | $1.29M | Buy |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $787K | Buy |
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