Sunbelt Securities’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 | $7.35M | Buy |
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|
2025
Q1 | $6.52M | Sell |
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|
2024
Q4 | $7.35M | Sell |
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|
2024
Q3 | $7.94M | Buy |
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|
2024
Q2 | $7.22M | Buy |
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|
2024
Q1 | $7.01M | Buy |
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|
2023
Q4 | $6.07M | Buy |
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|
2023
Q3 | $5.03M | Buy |
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|
2023
Q2 | $4.76M | Buy |
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|
2023
Q1 | $4.18M | Buy |
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|
2022
Q4 | $3.87M | Buy |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $3.65M | Buy |
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|
2022
Q1 | $4.38M | Buy |
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|
2021
Q4 | $4.26M | Sell |
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|
2021
Q3 | $4.84M | Hold |
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|
2021
Q2 | $4.84M | Buy |
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|
2021
Q1 | $4.6M | Buy |
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|
2020
Q4 | $3.88M | Buy |
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|
2020
Q3 | $2.76M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $168M | Buy |
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|
2019
Q4 | $2.9M | Buy |
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