Trellis Wealth Advisors’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 | $441K | Hold |
|
|||||
|
2025
Q1 | $408K | Hold |
|
|||||
|
2024
Q4 | $450K | Hold |
|
|||||
|
2024
Q3 | $448K | Hold |
|
|||||
|
2024
Q2 | $413K | Hold |
|
|||||
|
2024
Q1 | $429K | Hold |
|
|||||
|
2023
Q4 | $411K | Hold |
|
|||||
|
2023
Q3 | $361K | Hold |
|
|||||
|
2023
Q2 | $381K | Hold |
|
|||||
|
2023
Q1 | $365K | Hold |
|
|||||
|
2022
Q4 | $353K | Buy |
|