Strategic Wealth Partners’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
$181K Buy
2025
Q2
$26.4K Buy
2019
Q4
Sell
2019
Q3
$36 Sell
2019
Q2
$38K Buy
2019
Q1
$38K Hold
2018
Q4
$35K Hold
2018
Q3
$41K Hold
2018
Q2
$40K Hold
2018
Q1
$37K Hold
2017
Q4
$36K Buy