Waterfront Wealth’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 | $507K | Buy |
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|
2025
Q2 | $459K | Buy |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $468K | Sell |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $430K | Hold |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $417K | Sell |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $413K | Sell |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $372K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $463K | Buy |
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|
2021
Q2 | $477K | Sell |
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|
2021
Q1 | $464K | Buy |
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|
2020
Q4 | $408K | Buy |
|