Strategic Investment Solutions’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
$808K Sell
2025
Q1
$751K Sell
2024
Q4
$978K Sell
2024
Q3
$983K Buy
2024
Q2
$906K Buy
2023
Q4
$940K Sell
2023
Q3
$43.6M Buy
2023
Q2
$617K Sell
2023
Q1
$634K Buy
2022
Q4
$697K Buy