Twele Capital 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
Q3 | $881K | Sell |
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|
2025
Q2 | $809K | Buy |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $780K | Sell |
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|
2024
Q2 | $730K | Sell |
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|
2024
Q1 | $767K | Sell |
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|
2023
Q4 | $741K | Sell |
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|
2023
Q3 | $749K | Sell |
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|
2023
Q2 | $794K | Buy |
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|
2023
Q1 | $753K | Sell |
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|
2022
Q4 | $779K | Sell |
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|
2022
Q3 | $756K | Buy |
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|
2022
Q2 | $765K | Buy |
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|
2022
Q1 | $923K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $988K | Buy |
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|
2021
Q2 | $1.02M | Sell |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $976K | Sell |
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|
2020
Q3 | $804K | Hold |
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|
2020
Q2 | $769K | Buy |
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|
2020
Q1 | $599K | Buy |
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|
2019
Q4 | $783K | Buy |
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|
2019
Q3 | $693K | Buy |
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|
2019
Q2 | $697K | Buy |
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|
2019
Q1 | $664K | Buy |
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|
2018
Q4 | $531K | Buy |
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|
2018
Q3 | $619K | Sell |
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|
2018
Q2 | $609K | Buy |
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|
2018
Q1 | $554K | Buy |
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|
2017
Q4 | $541K | Buy |
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|
2017
Q3 | $517K | Sell |
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|
2017
Q2 | $491K | Buy |
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|
2017
Q1 | $477K | Buy |
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|
2016
Q4 | $457K | Buy |
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|
2016
Q3 | $427K | Buy |
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|
2016
Q2 | $382K | Buy |
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|
2016
Q1 | $357K | Buy |
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|
2015
Q4 | $337K | Sell |
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|
2015
Q3 | $583K | Buy |
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|
2015
Q2 | $589K | Buy |
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|
2015
Q1 | $551K | Buy |
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|
2014
Q4 | $481K | Hold |
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|
2014
Q3 | $448K | Sell |
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|
2014
Q2 | $489K | Hold |
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|
2014
Q1 | $478K | Buy |
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|
2013
Q4 | $436K | Buy |
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