TCI Wealth 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 | $415K | Buy |
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|
2025
Q2 | $362K | Buy |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $350K | Buy |
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|
2024
Q3 | $346K | Buy |
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|
2024
Q2 | $303K | Buy |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $85.7K | Sell |
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $82K | Buy |
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|
2022
Q2 | $84K | Buy |
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|
2022
Q1 | $59K | Sell |
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|
2021
Q4 | $176K | Buy |
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|
2021
Q3 | $65K | Buy |
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|
2021
Q2 | $59K | Sell |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $36K | Sell |
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|
2019
Q4 | $238K | Hold |
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|
2019
Q3 | $219K | Sell |
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|
2019
Q2 | $431K | Buy |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $92K | Buy |
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|
2018
Q3 | $61K | Sell |
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|
2018
Q2 | $67K | Buy |
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|
2018
Q1 | $60K | Buy |
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|
2017
Q4 | $56K | Sell |
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|
2017
Q3 | $72K | Sell |
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|
2017
Q2 | $88K | Buy |
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|
2017
Q1 | $67K | Hold |
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|
2016
Q4 | $66K | Buy |
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|
2016
Q3 | $61K | Hold |
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|
2016
Q2 | $58K | Hold |
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|
2016
Q1 | $55K | Sell |
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|
2015
Q4 | $157K | Hold |
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|
2015
Q3 | $153K | Sell |
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|
2015
Q2 | $178K | Hold |
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|
2015
Q1 | $179K | Buy |
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|
2014
Q4 | $6K | Buy |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $6K | Buy |
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|
2014
Q1 | $6K | Hold |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $5K | Buy |
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|
2013
Q2 | $5K | Buy |
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