Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $488K | Buy |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $370K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $403K | Buy |
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|
2022
Q2 | $415K | Buy |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $562K | Sell |
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|
2021
Q3 | $561K | Sell |
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|
2021
Q2 | $588K | Buy |
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|
2021
Q1 | $553K | Sell |
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|
2020
Q4 | $501K | Buy |
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|
2020
Q3 | $344K | Buy |
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|
2020
Q2 | $312K | Buy |
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|
2020
Q1 | $221K | Buy |
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|
2019
Q4 | $300K | Sell |
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|
2019
Q3 | $278K | Buy |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $88K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $453K | Buy |
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|
2014
Q3 | $419K | Sell |
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|
2014
Q2 | $907K | Sell |
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|
2014
Q1 | $1.07M | Sell |
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|
2013
Q4 | $1.41M | Sell |
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|
2013
Q3 | $1.43M | Buy |
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|
2013
Q2 | $1.01M | Buy |
|