Visionary 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
Q2 | $18.4M | Buy |
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|
2025
Q1 | $14.4M | Sell |
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|
2024
Q4 | $16.1M | Sell |
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|
2024
Q3 | $17.8M | Sell |
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|
2024
Q2 | $17.2M | Sell |
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|
2024
Q1 | $19.4M | Sell |
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|
2023
Q4 | $24.8M | Sell |
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|
2023
Q3 | $21.8M | Sell |
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|
2023
Q2 | $24.6M | Sell |
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|
2023
Q1 | $25.5M | Buy |
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|
2022
Q4 | $24.3M | Sell |
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|
2022
Q3 | $23.4M | Buy |
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|
2022
Q2 | $23.2M | Buy |
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|
2022
Q1 | $27M | Buy |
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|
2021
Q4 | $23.2M | Buy |
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|
2021
Q3 | $21.9M | Buy |
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|
2021
Q2 | $18.3M | Buy |
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|
2021
Q1 | $17M | Sell |
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|
2020
Q4 | $15.7M | Sell |
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|
2020
Q3 | $12.2M | Sell |
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|
2020
Q2 | $12M | Buy |
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|
2020
Q1 | $8.71M | Buy |
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|
2019
Q4 | $12.3M | Buy |
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