Venture Visionary Partners’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 | $1.99M | Sell |
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|
2025
Q2 | $1.81M | Buy |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.8M | Sell |
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|
2024
Q3 | $1.79M | Sell |
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|
2024
Q2 | $1.67M | Sell |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $416K | Sell |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $364K | Buy |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $457K | Sell |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $525K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $566K | Buy |
|