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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Sell |
396,316
-6,708
| -2% | -$201K | 4.1% | 9 |
|
|
2025
Q4 | $11.5M | Sell |
403,024
-33,080
| -8% | -$934K | 4.08% | 8 |
|
|
2025
Q3 | $12.2M | Sell |
436,104
-9,888
| -2% | -$264K | 4.33% | 8 |
|
|
2025
Q2 | $11.3M | Sell |
445,992
-15,129
| -3% | -$358K | 4.29% | 8 |
|
|
2025
Q1 | $10.8M | Sell |
461,121
-2,080
| -0.4% | -$53K | 4.5% | 9 |
|
|
2024
Q4 | $12M | Buy |
463,201
+11,525
| +3% | +$307K | 5.08% | 8 |
|
|
2024
Q3 | $11.6M | Buy |
451,676
+13,884
| +3% | +$345K | 4.82% | 9 |
|
|
2024
Q2 | $10.4M | Sell |
437,792
-60
| -0% | -$1.42K | 4.56% | 9 |
|
|
2024
Q1 | $10.8M | Buy |
437,852
+18,080
| +4% | +$424K | 4.81% | 9 |
|
|
2023
Q4 | $9.92M | Buy |
419,772
+56
| +0% | +$1.18K | 4.97% | 9 |
|
|
2023
Q3 | $8.69M | Buy |
419,716
+6,734
| +2% | +$148K | 4.73% | 10 |
|
|
2023
Q2 | $9.04M | Buy |
412,982
+39,886
| +11% | +$831K | 4.92% | 10 |
|
|
2023
Q1 | $7.82M | Buy |
373,096
+38,328
| +11% | +$824K | 4.38% | 11 |
|
|
2022
Q4 | $6.78M | Buy |
334,768
+66,856
| +25% | +$1.37M | 4% | 11 |
|
|
2022
Q3 | $5.06M | Buy |
267,912
+30,190
| +13% | +$631K | 3.26% | 14 |
|
|
2022
Q2 | $4.63M | Sell |
237,722
-104,686
| -31% | -$2.24M | 2.84% | 14 |
|
|
2022
Q1 | $8.11M | Buy |
342,408
+51,876
| +18% | +$1.22M | 4.68% | 7 |
|
|
2021
Q4 | $7.44M | Buy |
290,532
+66,936
| +30% | +$1.73M | 4.69% | 7 |
|
|
2021
Q3 | $5.59M | Buy |
223,596
+193,576
| +645% | +$4.92M | 4.22% | 6 |
|
|
2021
Q2 | $782K | Buy |
+30,020
| New | +$768K | 0.83% | 15 |
|
|
2020
Q2 | – | Sell |
-42,620
| Closed | -$549K | – | 35 |
|
|
2020
Q1 | $549K | Sell |
42,620
-2,800
| -6% | -$47.6K | 0.62% | 16 |
|
|
2019
Q4 | $859K | Sell |
45,420
-4,360
| -9% | -$78.9K | 0.7% | 13 |
|
|
2019
Q3 | $868K | Sell |
49,780
-102,636
| -67% | -$1.81M | 0.74% | 13 |
|
|
2019
Q2 | $2.72M | Sell |
152,416
-108,404
| -42% | -$1.92M | 2.29% | 10 |
|
|
2019
Q1 | $4.56M | Sell |
260,820
-218,256
| -46% | -$3.73M | 3.96% | 10 |
|
|
2018
Q4 | $7.27M | Sell |
479,076
-30,940
| -6% | -$523K | 6.38% | 7 |
|
|
2018
Q3 | $9.71M | Sell |
510,016
-19,852
| -4% | -$379K | 6.78% | 6 |
|
|
2018
Q2 | $9.75M | Sell |
529,868
-3,492
| -0.7% | -$63.2K | 6.8% | 6 |
|
|
2018
Q1 | $9.22M | Buy |
533,360
+2,908
| +0.5% | +$51.3K | 6.63% | 5 |
|
|
2017
Q4 | $9.25M | Buy |
530,452
+10,008
| +2% | +$171K | 7.02% | 4 |
|
|
2017
Q3 | $8.77M | Sell |
520,444
-8,664
| -2% | -$139K | 6.83% | 4 |
|
|
2017
Q2 | $8.45M | Buy |
529,108
+3,668
| +0.7% | +$57.9K | 6.65% | 4 |
|
|
2017
Q1 | $8.27M | Sell |
525,440
-9,916
| -2% | -$155K | 6.53% | 4 |
|
|
2016
Q4 | $8.23M | Sell |
535,356
-47,504
| -8% | -$699K | 6.44% | 3 |
|
|
2016
Q3 | $8.39M | Sell |
582,860
-109,192
| -16% | -$1.55M | 7.03% | 3 |
|
|
2016
Q2 | $9.35M | Sell |
692,052
-16,448
| -2% | -$218K | 7.82% | 2 |
|
|
2016
Q1 | $9.22M | Buy |
708,500
+33,772
| +5% | +$409K | 7.84% | 2 |
|
|
2015
Q4 | $8.79M | Buy |
+674,728
| New | +$9.01M | 8.38% | 2 |
|
Other funds holding SCHA
AA
