Wagner Wealth Management (South Carolina)’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
Q4 | $12.3K | Buy |
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|
2025
Q3 | $12K | Sell |
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|
2025
Q2 | $18.6K | Sell |
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|
2025
Q1 | $23K | Buy |
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|
2024
Q4 | $23.1K | Buy |
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|
2024
Q3 | $21.4K | Buy |
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|
2024
Q2 | $18.9K | Buy |
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|
2024
Q1 | $17.4K | Buy |
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|
2023
Q4 | $15.7K | Buy |
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|
2023
Q3 | $12.8K | Buy |
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|
2023
Q2 | $11.7K | Buy |
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|
2023
Q1 | $10.2K | Buy |
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|
2022
Q4 | $8.95K | Buy |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $8K | Sell |
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|
2022
Q1 | $18K | Buy |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $10K | Buy |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $9K | Buy |
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|
2018
Q3 | $48K | Buy |
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|
2018
Q2 | $47K | Hold |
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|
2018
Q1 | $44K | Buy |
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|
2017
Q4 | $34K | Buy |
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