The Family Firm’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 | $2.78M | Buy |
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|
2025
Q1 | $2.56M | Sell |
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|
2024
Q4 | $2.86M | Sell |
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|
2024
Q3 | $2.85M | Buy |
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|
2024
Q2 | $2.59M | Buy |
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|
2024
Q1 | $2.68M | Sell |
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|
2023
Q4 | $2.69M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $3.21M | Sell |
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|
2023
Q1 | $3.16M | Sell |
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|
2022
Q4 | $3.08M | Buy |
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|
2022
Q3 | $2.86M | Sell |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $3.62M | Buy |
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|
2021
Q4 | $3.74M | Sell |
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|
2021
Q3 | $3.83M | Sell |
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|
2021
Q2 | $3.84M | Buy |
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|
2021
Q1 | $3.67M | Sell |
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|
2020
Q4 | $3.59M | Sell |
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|
2020
Q3 | $2.7M | Buy |
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|
2020
Q2 | $2.53M | Sell |
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|
2020
Q1 | $2.13M | Buy |
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|
2019
Q4 | $2.9M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.7M | Sell |
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|
2017
Q4 | $1.71M | Sell |
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|
2017
Q3 | $1.66M | Buy |
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|
2017
Q2 | $1.28M | Sell |
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|
2017
Q1 | $1.34M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.26M | Sell |
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|
2016
Q2 | $1.38M | Buy |
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|
2016
Q1 | $1.02M | Buy |
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|
2015
Q4 | $619K | Buy |
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|
2015
Q3 | $580K | Buy |
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