Thrive Wealth Management’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 | $470K | Sell |
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|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $372K | Sell |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $454K | Buy |
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|
2023
Q3 | $235K | Buy |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $963K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $895K | Sell |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.02M | Buy |
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