Summit Asset 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 | $1.02M | Buy |
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|
2025
Q1 | $924K | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.25M | Sell |
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|
2022
Q1 | $2.81M | Sell |
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|
2021
Q4 | $3.06M | Buy |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $3.06M | Buy |
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|
2021
Q1 | $2.87M | Sell |
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|
2020
Q4 | $2.59M | Buy |
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|
2020
Q3 | $1.98M | Buy |
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|
2020
Q2 | $1.89M | Buy |
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|
2020
Q1 | $1.4M | Buy |
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|
2019
Q4 | $1.97M | Buy |
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|
2019
Q3 | $1.8M | Buy |
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|
2019
Q2 | $1.76M | Sell |
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|
2019
Q1 | $1.74M | Buy |
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|
2018
Q4 | $1.49M | Sell |
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|
2018
Q3 | $2.14M | Buy |
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|
2018
Q2 | $2.03M | Buy |
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|
2018
Q1 | $1.9M | Buy |
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|
2017
Q4 | $1.85M | Buy |
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|
2017
Q3 | $1.68M | Buy |
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|
2017
Q2 | $1.52M | Buy |
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|
2017
Q1 | $1.42M | Buy |
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|
2016
Q4 | $647K | Sell |
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|
2016
Q3 | $611K | Buy |
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|
2016
Q2 | $432K | Buy |
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|
2016
Q1 | $416K | Sell |
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|
2015
Q4 | $660K | Sell |
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|
2015
Q3 | $4.4M | Buy |
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|
2015
Q2 | $4.68M | Sell |
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|
2015
Q1 | $5.87M | Buy |
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|
2014
Q4 | $989K | Buy |
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|
2014
Q3 | $889K | Sell |
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|
2014
Q2 | $953K | Buy |
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|
2014
Q1 | $901K | Buy |
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|
2013
Q4 | $878K | Buy |
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|
2013
Q3 | $799K | Buy |
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|
2013
Q2 | $537K | Buy |
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