West Paces Advisors’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 | $1.25M | Sell |
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|
2025
Q1 | $1.17M | Sell |
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|
2024
Q4 | $1.5M | Sell |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.51M | Hold |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.16M | Hold |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.44M | Buy |
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|
2022
Q4 | $1.19M | Sell |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.55M | Buy |
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|
2021
Q3 | $1.46M | Hold |
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|
2021
Q2 | $1.52M | Sell |
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|
2021
Q1 | $1.52M | Hold |
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|
2020
Q4 | $1.35M | Hold |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $4.53M | Buy |
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|
2019
Q4 | $980K | Sell |
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|
2019
Q3 | $931K | Buy |
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|
2019
Q2 | $881K | Hold |
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|
2019
Q1 | $862K | Sell |
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|
2018
Q4 | $936K | Buy |
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|
2018
Q3 | $654K | Hold |
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|
2018
Q2 | $632K | Hold |
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|
2018
Q1 | $594K | Sell |
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|
2017
Q4 | $641K | Buy |
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|
2017
Q3 | $597K | Hold |
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|
2017
Q2 | $566K | Hold |
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|
2017
Q1 | $558K | Hold |
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|
2016
Q4 | $545K | Buy |
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