Zhang Financial’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 | $552K | Sell |
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|
2025
Q1 | $548K | Buy |
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|
2024
Q4 | $543K | Sell |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $795K | Buy |
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|
2023
Q3 | $641K | Sell |
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|
2023
Q2 | $732K | Sell |
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|
2023
Q1 | $720K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $861K | Buy |
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|
2022
Q2 | $886K | Buy |
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|
2022
Q1 | $957K | Buy |
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