YHB 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
$657K Sell
2025
Q2
$821K Buy
2025
Q1
$708K Sell
2024
Q4
$788K Sell
2024
Q3
$810K Buy
2024
Q2
$712K Sell
2024
Q1
$764K Sell
2023
Q4
$797K Sell
2023
Q3
$813K Sell
2023
Q2
$879K Buy
2023
Q1
$839K Sell
2022
Q4
$3.26M Sell
2022
Q3
$3.09M Sell
2022
Q2
$3.59M Sell
2022
Q1
$5.14M Buy
2021
Q4
$5.42M Buy
2021
Q3
$5M Buy
2021
Q2
$4.9M Buy
2021
Q1
$4.49M Buy
2020
Q4
$3.49M Buy
2020
Q3
$2.52M Buy