Waterloo Capital’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 | $441K | Buy |
|
|||||
|
2025
Q2 | $398K | Sell |
|
|||||
|
2025
Q1 | $432K | Buy |
|
|||||
|
2024
Q4 | $442K | Sell |
|
|||||
|
2024
Q3 | $505K | Sell |
|
|||||
|
2024
Q2 | $560K | Buy |
|
|||||
|
2024
Q1 | $577K | Sell |
|
|||||
|
2023
Q4 | $1.2M | Sell |
|
|||||
|
2023
Q3 | $1.88M | Buy |
|
|||||
|
2023
Q2 | $1.82M | Buy |
|
|||||
|
2023
Q1 | $1.4M | Buy |
|