AWM
Abound Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.43M | Buy |
135,752
+63,301
| +87% | +$1.6M | 0.97% | 20 |
|
|
2025
Q1 | $1.7M | Buy |
72,451
+3,750
| +5% | +$87.9K | 0.57% | 25 |
|
|
2024
Q4 | $1.78M | Buy |
68,701
+35,526
| +107% | +$919K | 0.57% | 26 |
|
|
2024
Q3 | $1.71M | Buy |
33,175
+176
| +0.5% | +$9.06K | 0.57% | 23 |
|
|
2024
Q2 | $1.57M | Sell |
32,999
-622
| -2% | -$29.5K | 0.58% | 23 |
|
|
2024
Q1 | $1.66M | Buy |
33,621
+932
| +3% | +$45.9K | 0.63% | 19 |
|
|
2023
Q4 | $1.54M | Buy |
32,689
+6,760
| +26% | +$319K | 0.62% | 21 |
|
|
2023
Q3 | $1.07M | Buy |
25,929
+373
| +1% | +$15.5K | 0.46% | 25 |
|
|
2023
Q2 | $1.12M | Sell |
25,556
-95
| -0.4% | -$4.16K | 0.47% | 24 |
|
|
2023
Q1 | $1.08M | Buy |
25,651
+559
| +2% | +$23.4K | 0.48% | 26 |
|
|
2022
Q4 | $1.02M | Buy |
25,092
+174
| +0.7% | +$7.05K | 0.5% | 24 |
|
|
2022
Q3 | $942K | Sell |
24,918
-2,343
| -9% | -$88.6K | 0.51% | 25 |
|
|
2022
Q2 | $1.06M | Buy |
27,261
+1,649
| +6% | +$64.3K | 0.59% | 23 |
|
|
2022
Q1 | $1.21M | Buy |
25,612
+12,682
| +98% | +$601K | 0.87% | 19 |
|
|
2021
Q4 | $1.32M | Buy |
+12,930
| New | +$1.32M | 1.04% | 13 |
|