Wealthcare Advisory Partners’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
Q2 | $2.74M | Buy |
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|
2025
Q1 | $1.9M | Sell |
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|
2024
Q4 | $2.12M | Sell |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $3.33M | Sell |
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|
2024
Q1 | $3.93M | Sell |
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|
2023
Q4 | $4.86M | Buy |
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|
2023
Q3 | $3.01M | Buy |
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|
2023
Q2 | $2.82M | Buy |
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|
2023
Q1 | $875K | Sell |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $396K | Sell |
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|
2022
Q2 | $807K | Buy |
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|
2022
Q1 | $973K | Buy |
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|
2021
Q4 | $777K | Buy |
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|
2021
Q3 | $212K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $29K | Buy |
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|
2019
Q4 | $4K | Buy |
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|
2019
Q3 | $2K | Sell |
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|
2019
Q2 | $8K | Buy |
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|
2019
Q1 | $7K | Sell |
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|
2018
Q4 | $45K | Buy |
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|
2018
Q3 | $56K | Hold |
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|
2018
Q2 | $54K | Hold |
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|
2018
Q1 | $51K | Buy |
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|
2017
Q4 | $39K | Buy |
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