Strategic Financial Services’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 | $219K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $203K | Hold |
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|
2024
Q3 | $202K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $286K | Hold |
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|
2022
Q4 | $276K | Hold |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $285K | Buy |
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|
2021
Q4 | $207K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $210K | Sell |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.45M | Sell |
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|
2019
Q3 | $1.4M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $722K | Buy |
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|
2018
Q3 | $896K | Buy |
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|
2018
Q2 | $858K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $823K | Buy |
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|
2017
Q3 | $610K | Buy |
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|
2017
Q2 | $563K | Buy |
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|
2017
Q1 | $531K | Buy |
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|
2016
Q4 | $437K | Buy |
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