U.S. Capital 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
Q3 | $434K | Sell |
|
|||||
|
2025
Q2 | $488K | Sell |
|
|||||
|
2025
Q1 | $555K | Sell |
|
|||||
|
2024
Q4 | $679K | Buy |
|
|||||
|
2024
Q3 | $334K | Buy |
|
|||||
|
2024
Q2 | $306K | Sell |
|
|||||
|
2024
Q1 | $375K | Sell |
|
|||||
|
2023
Q4 | $366K | Buy |
|
|||||
|
2023
Q3 | $301K | Buy |
|
|||||
|
2023
Q2 | $285K | Buy |
|
|||||
|
2023
Q1 | $257K | Sell |
|
|||||
|
2022
Q4 | $264K | Sell |
|
|||||
|
2022
Q3 | $247K | Buy |
|
|||||
|
2022
Q2 | $239K | Buy |
|