Whelan Financial’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 | $2.03M | Buy |
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|
2025
Q2 | $1.84M | Sell |
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|
2025
Q1 | $1.71M | Sell |
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|
2024
Q4 | $1.92M | Sell |
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|
2024
Q3 | $1.92M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.87M | Sell |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $1.61M | Sell |
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|
2023
Q2 | $1.81M | Sell |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $1.59M | Sell |
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|
2022
Q2 | $2.32M | Buy |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $1.02M | Buy |
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