TF
Tompkins Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32K | Hold |
52
| – | – | ﹤0.01% | 515 |
|
|
2025
Q1 | $1.22K | Hold |
52
| – | – | ﹤0.01% | 534 |
|
|
2024
Q4 | $1.35K | Buy |
52
+26
| +100% | +$673 | ﹤0.01% | 498 |
|
|
2024
Q3 | $1.34K | Hold |
26
| – | – | ﹤0.01% | 545 |
|
|
2024
Q2 | $1.23K | Hold |
26
| – | – | ﹤0.01% | 555 |
|
|
2024
Q1 | $1.28K | Hold |
26
| – | – | ﹤0.01% | 588 |
|
|
2023
Q4 | $1.23K | Hold |
26
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $1.08K | Hold |
26
| – | – | ﹤0.01% | 552 |
|
|
2023
Q2 | $1.14K | Hold |
26
| – | – | ﹤0.01% | 573 |
|
|
2023
Q1 | $1.09K | Hold |
26
| – | – | ﹤0.01% | 605 |
|
|
2022
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 597 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | – | – | 409 |
|
|
2020
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 441 |
|