Whitaker-Myers Wealth Managers’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 | $810K | Sell |
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|
2025
Q2 | $887K | Sell |
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|
2025
Q1 | $919K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.37M | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $2.02M | Sell |
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|
2023
Q1 | $2.22M | Sell |
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|
2022
Q4 | $2.68M | Buy |
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