Vanguard Personalized Indexing Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Hold |
50,678
| – | – | 0.01% | 753 |
|
|
2025
Q1 | $1.19M | Hold |
50,678
| – | – | 0.02% | 701 |
|
|
2024
Q4 | $1.31M | Sell |
50,678
-1,850
| -4% | -$47.8K | 0.02% | 648 |
|
|
2024
Q3 | $1.35M | Buy |
52,528
+1,706
| +3% | +$43.9K | 0.02% | 623 |
|
|
2024
Q2 | $1.21M | Sell |
50,822
-856
| -2% | -$20.3K | 0.02% | 597 |
|
|
2024
Q1 | $1.27M | Buy |
51,678
+856
| +2% | +$21.1K | 0.03% | 547 |
|
|
2023
Q4 | $1.2M | Buy |
50,822
+9,324
| +22% | +$220K | 0.03% | 540 |
|
|
2023
Q3 | $859K | Hold |
41,498
| – | – | 0.03% | 639 |
|
|
2023
Q2 | $909K | Sell |
41,498
-584
| -1% | -$12.8K | 0.03% | 613 |
|
|
2023
Q1 | $882K | Buy |
+42,082
| New | +$882K | 0.03% | 588 |
|
|
2021
Q2 | – | Sell |
-8,168
| Closed | -$204K | – | 977 |
|
|
2021
Q1 | $204K | Buy |
+8,168
| New | +$204K | 0.03% | 672 |
|