Tortoise Investment 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
Q2 | $6.25M | Buy |
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|
2025
Q1 | $5.3M | Buy |
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|
2024
Q4 | $5.18M | Sell |
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|
2024
Q3 | $5.28M | Sell |
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|
2024
Q2 | $4.95M | Buy |
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|
2024
Q1 | $4.55M | Buy |
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|
2023
Q4 | $3.89M | Sell |
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|
2023
Q3 | $3.79M | Buy |
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|
2023
Q2 | $3.83M | Buy |
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|
2023
Q1 | $3.06M | Buy |
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|
2022
Q4 | $2.93M | Buy |
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|
2022
Q3 | $2.49M | Buy |
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|
2022
Q2 | $2.11M | Sell |
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|
2022
Q1 | $3.05M | Buy |
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|
2021
Q4 | $2.02M | Sell |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $1.94M | Sell |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $697K | Buy |
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|
2019
Q4 | $466K | Buy |
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|
2019
Q3 | $395K | Sell |
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|
2019
Q2 | $434K | Sell |
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|
2019
Q1 | $490K | Sell |
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|
2018
Q4 | $434K | Buy |
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|
2018
Q3 | $447K | Buy |
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|
2018
Q2 | $430K | Buy |
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|
2018
Q1 | $380K | Buy |
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|
2017
Q4 | $328K | Buy |
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|
2017
Q3 | $278K | Buy |
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|
2017
Q2 | $196K | Buy |
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|
2017
Q1 | $188K | Hold |
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|
2016
Q4 | $183K | Sell |
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|
2016
Q3 | $178K | Hold |
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|
2016
Q2 | $167K | Buy |
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|
2016
Q1 | $147K | Buy |
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|
2015
Q4 | $142K | Sell |
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|
2015
Q3 | $147K | Hold |
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|
2015
Q2 | $166K | Buy |
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|
2015
Q1 | $156K | Sell |
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|
2014
Q4 | $209K | Buy |
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|
2014
Q3 | $193K | Buy |
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|
2014
Q2 | $180K | Sell |
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|
2014
Q1 | $198K | Buy |
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|
2013
Q4 | $160K | Buy |
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|
2013
Q3 | $77K | Buy |
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|
2013
Q2 | $60K | Buy |
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