Tompkins Financial’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 | $1.45K | Hold |
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|
2025
Q2 | $1.32K | Hold |
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|
2025
Q1 | $1.22K | Hold |
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|
2024
Q4 | $1.34K | Hold |
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|
2024
Q3 | $1.34K | Hold |
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|
2024
Q2 | $1.23K | Hold |
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|
2024
Q1 | $1.28K | Hold |
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|
2023
Q4 | $1.23K | Hold |
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|
2023
Q3 | $1.08K | Hold |
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|
2023
Q2 | $1.14K | Hold |
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|
2023
Q1 | $1.09K | Hold |
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|
2022
Q4 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $0 | Buy |
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