SYM Financial Corp’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 | – | Sell |
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|
2025
Q2 | $27.8K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $13K | Sell |
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|
2024
Q1 | $91.1K | Sell |
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|
2023
Q4 | $271K | Sell |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $788 | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $101K | Hold |
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|
2019
Q1 | $98K | Buy |
|