Summit Place Financial Advisors’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 | $1.5M | Hold |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.49M | Sell |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $942K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $2.61M | Buy |
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|
2021
Q4 | $2.49M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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|
2021
Q2 | $2.1M | Buy |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $551K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.06M | Buy |
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