Tiller Private Wealth’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 | $11.3M | Sell |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $11.6M | Buy |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $9.92M | Buy |
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|
2023
Q3 | $8.69M | Buy |
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|
2023
Q2 | $9.04M | Buy |
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|
2023
Q1 | $7.82M | Buy |
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|
2022
Q4 | $6.78M | Buy |
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|
2022
Q3 | $5.06M | Buy |
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|
2022
Q2 | $4.63M | Sell |
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|
2022
Q1 | $8.11M | Buy |
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|
2021
Q4 | $7.44M | Buy |
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|
2021
Q3 | $5.59M | Buy |
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|
2021
Q2 | $782K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $549K | Sell |
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|
2019
Q4 | $859K | Sell |
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|
2019
Q3 | $868K | Sell |
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|
2019
Q2 | $2.72M | Sell |
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|
2019
Q1 | $4.56M | Sell |
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|
2018
Q4 | $7.27M | Sell |
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|
2018
Q3 | $9.71M | Sell |
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|
2018
Q2 | $9.75M | Sell |
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|
2018
Q1 | $9.22M | Buy |
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|
2017
Q4 | $9.25M | Buy |
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|
2017
Q3 | $8.77M | Sell |
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|
2017
Q2 | $8.45M | Buy |
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|
2017
Q1 | $8.27M | Sell |
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|
2016
Q4 | $8.23M | Sell |
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|
2016
Q3 | $8.39M | Sell |
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|
2016
Q2 | $9.35M | Sell |
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|
2016
Q1 | $9.22M | Buy |
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|
2015
Q4 | $8.79M | Buy |
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