Walkner Condon 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
Q3 | $307K | Buy |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $527K | Buy |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $579K | Sell |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $571K | Buy |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $527K | Buy |
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|
2022
Q4 | $506K | Sell |
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|
2022
Q3 | $484K | Buy |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $584K | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $996K | Buy |
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|
2020
Q4 | $866K | Buy |
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|
2020
Q3 | $475K | Buy |
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