Valeo Financial 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 | $1.35M | Buy |
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|
2025
Q1 | $528K | Sell |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $684K | Buy |
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|
2024
Q2 | $459K | Buy |
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|
2024
Q1 | $440K | Sell |
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|
2023
Q4 | $536K | Sell |
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|
2023
Q3 | $471K | Sell |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $542K | Buy |
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|
2022
Q4 | $506K | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.15M | Buy |
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|
2021
Q3 | $765K | Buy |
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|
2021
Q2 | $790K | Buy |
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|
2021
Q1 | $731K | Buy |
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|
2020
Q4 | $650K | Sell |
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|
2020
Q3 | $525K | Buy |
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|
2020
Q2 | $110K | Buy |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $214K | Sell |
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|
2019
Q3 | $221K | Buy |
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|
2019
Q2 | $212K | Buy |
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|
2019
Q1 | $96K | Sell |
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|
2018
Q4 | $104K | Buy |
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|
2018
Q3 | $110K | Sell |
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|
2018
Q2 | $153K | Buy |
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|
2018
Q1 | $1K | Sell |
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|
2017
Q4 | $25K | Buy |
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|
2017
Q3 | $18K | Buy |
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