World Investment Advisors’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 | $1.67M | Sell |
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|
2025
Q2 | $1.71M | Buy |
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|
2025
Q1 | $673K | Sell |
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|
2024
Q4 | $939K | Sell |
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|
2024
Q3 | $961K | Buy |
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|
2024
Q2 | $736K | Sell |
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|
2024
Q1 | $790K | Buy |
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|
2023
Q4 | $289K | Sell |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $310K | Sell |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $490K | Buy |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $372K | Sell |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $391K | Sell |
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|
2021
Q2 | $475K | Buy |
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|
2021
Q1 | $392K | Buy |
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|
2020
Q4 | $311K | Buy |
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|
2020
Q3 | $208K | Sell |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $327K | Buy |
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