Stratos 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
Q2 | $677K | Sell |
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|
2025
Q1 | $1.57M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $779K | Sell |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.6M | Sell |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $708K | Buy |
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|
2023
Q2 | $629K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $310K | Sell |
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|
2019
Q4 | $627K | Sell |
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|
2019
Q3 | $608K | Sell |
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|
2019
Q2 | $924K | Sell |
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|
2019
Q1 | $2.13M | Sell |
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|
2018
Q4 | $3.72M | Buy |
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|
2018
Q3 | $4.58M | Sell |
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|
2018
Q2 | $4.43M | Buy |
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|
2018
Q1 | $2.59M | Buy |
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|
2017
Q4 | $279K | Buy |
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|
2017
Q3 | $249K | Buy |
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|
2017
Q2 | $235K | Sell |
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|
2017
Q1 | $525K | Buy |
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|
2016
Q4 | $339K | Buy |
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