Whittier Trust’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 | $9.1M | Buy |
|
|||||
|
2025
Q2 | $8M | Buy |
|
|||||
|
2025
Q1 | $7.23M | Sell |
|
|||||
|
2024
Q4 | $8.06M | Sell |
|
|||||
|
2024
Q3 | $8.14M | Buy |
|
|||||
|
2024
Q2 | $7.31M | Sell |
|
|||||
|
2024
Q1 | $7.64M | Sell |
|
|||||
|
2023
Q4 | $7.92M | Buy |
|
|||||
|
2023
Q3 | $1.04M | Sell |
|
|||||
|
2023
Q2 | $1.21M | Sell |
|
|||||
|
2023
Q1 | $1.46M | Sell |
|
|||||
|
2022
Q4 | $1.74M | Buy |
|
|||||
|
2022
Q3 | $681K | Buy |
|
|||||
|
2022
Q2 | $702K | Sell |
|
|||||
|
2022
Q1 | $912K | Buy |
|
|||||
|
2021
Q4 | $901K | Hold |
|
|||||
|
2021
Q3 | $881K | Hold |
|
|||||
|
2021
Q2 | $917K | Sell |
|
|||||
|
2021
Q1 | $919K | Hold |
|
|||||
|
2020
Q4 | $821K | Hold |
|
|||||
|
2020
Q3 | $630K | Hold |
|
|||||
|
2020
Q2 | $603K | Hold |
|
|||||
|
2020
Q1 | $475K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $2K | Sell |
|
|||||
|
2018
Q4 | $30K | Buy |
|