Wealth Architects’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 | $4.01M | Hold |
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|
2025
Q2 | $3.63M | Sell |
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|
2025
Q1 | $4.36M | Buy |
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|
2024
Q4 | $3.45M | Sell |
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|
2024
Q3 | $3.43M | Buy |
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|
2024
Q2 | $3.16M | Hold |
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|
2024
Q1 | $3.28M | Sell |
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|
2023
Q4 | $3.15M | Sell |
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|
2023
Q3 | $2.77M | Sell |
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|
2023
Q2 | $3.13M | Sell |
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|
2023
Q1 | $3M | Hold |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.7M | Sell |
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|
2022
Q2 | $2.89M | Hold |
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|
2022
Q1 | $3.51M | Sell |
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|
2021
Q4 | $3.87M | Buy |
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|
2021
Q3 | $3.76M | Hold |
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|
2021
Q2 | $3.91M | Sell |
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|
2021
Q1 | $3.75M | Sell |
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|
2020
Q4 | $3.42M | Sell |
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|
2020
Q3 | $2.75M | Sell |
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|
2020
Q2 | $2.64M | Buy |
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|
2020
Q1 | $1.92M | Buy |
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|
2019
Q4 | $272K | Buy |
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|
2019
Q3 | $213K | Sell |
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|
2019
Q2 | $219K | Buy |
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|
2019
Q1 | $204K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $260K | Sell |
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|
2016
Q3 | $252K | Buy |
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|
2016
Q2 | $236K | Buy |
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|
2016
Q1 | $227K | Buy |
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|
2015
Q4 | $213K | Sell |
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|
2015
Q3 | $226K | Buy |
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|
2015
Q2 | $245K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $259K | Buy |
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