Woodmont Investment Counsel’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 | $866K | Sell |
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|
2025
Q1 | $803K | Buy |
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|
2024
Q4 | $887K | Sell |
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|
2024
Q3 | $887K | Sell |
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|
2024
Q2 | $820K | Sell |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $857K | Sell |
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|
2023
Q3 | $771K | Sell |
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|
2023
Q2 | $839K | Sell |
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|
2023
Q1 | $1.02M | Buy |
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|
2022
Q4 | $892K | Buy |
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|
2022
Q3 | $825K | Buy |
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|
2022
Q2 | $846K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.13M | Hold |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $967K | Sell |
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|
2020
Q3 | $759K | Hold |
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|
2020
Q2 | $726K | Buy |
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|
2020
Q1 | $569K | Buy |
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