West Oak 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 | $5.88K | Sell |
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|
2025
Q2 | $7.15K | Buy |
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|
2025
Q1 | $6.59K | Sell |
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|
2024
Q4 | $7.31M | Buy |
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|
2024
Q3 | $7.15K | Buy |
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|
2024
Q2 | $436K | Sell |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $434K | Buy |
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|
2023
Q2 | $451K | Hold |
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|
2023
Q1 | $432K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $330K | Buy |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $486K | Buy |
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|
2021
Q3 | $426K | Sell |
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|
2021
Q2 | $458K | Sell |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $436K | Sell |
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|
2020
Q3 | $335K | Sell |
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|
2020
Q2 | $340K | Buy |
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|
2020
Q1 | $181K | Sell |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $243K | Buy |
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|
2019
Q2 | $214K | Buy |
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|
2019
Q1 | $205K | Buy |
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|
2018
Q4 | $171K | Buy |
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|
2018
Q3 | $191K | Sell |
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|
2018
Q2 | $186K | Buy |
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|
2018
Q1 | $168K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $135K | Sell |
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|
2017
Q2 | $130K | Buy |
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|
2017
Q1 | $108K | Sell |
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|
2016
Q4 | $107K | Sell |
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|
2016
Q3 | $110K | Buy |
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|
2016
Q2 | $69.5K | Buy |
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|
2016
Q1 | $36.5K | Buy |
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|
2015
Q4 | $31.9K | Buy |
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|
2015
Q3 | $19.3K | Buy |
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|
2015
Q2 | $9.77K | Buy |
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|
2015
Q1 | $2.88K | Hold |
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|
2014
Q4 | $2.76K | Hold |
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|
2014
Q3 | $2.57K | Buy |
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