Sunburst Financial Group’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 | $2.75M | Sell |
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|
2025
Q2 | $2.52M | Sell |
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|
2025
Q1 | $2.35M | Sell |
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|
2024
Q4 | $2.82M | Sell |
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|
2024
Q3 | $3.35M | Sell |
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|
2024
Q2 | $3.13M | Sell |
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|
2024
Q1 | $3.3M | Sell |
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|
2023
Q4 | $3.3M | Buy |
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|
2023
Q3 | $2.77M | Buy |
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|
2023
Q2 | $2.86M | Sell |
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|
2023
Q1 | $2.8M | Buy |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.61M | Buy |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $688K | Buy |
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|
2021
Q2 | $715K | Sell |
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|
2021
Q1 | $695K | Sell |
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|
2020
Q4 | $634K | Buy |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $396K | Buy |
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|
2019
Q4 | $282K | Buy |
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