Trifecta Capital 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 | $8.26K | Hold |
|
|||||
|
2025
Q1 | $7.65K | Hold |
|
|||||
|
2024
Q4 | $8.44K | Hold |
|
|||||
|
2024
Q3 | $8.42K | Hold |
|
|||||
|
2024
Q2 | $7.75K | Hold |
|
|||||
|
2024
Q1 | $8.05K | Buy |
|
|||||
|
2023
Q4 | $3K | Hold |
|
|||||
|
2023
Q3 | $2.63K | Hold |
|
|||||
|
2023
Q2 | $2.78K | Hold |
|
|||||
|
2023
Q1 | $2.66K | Sell |
|
|||||
|
2022
Q4 | $4.92K | Buy |
|