AWA
Alaska Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,569
| Closed | -$80.8K | – | 89 |
|
|
2024
Q3 | $80.8K | Hold |
1,569
| – | – | 0.01% | 91 |
|
|
2024
Q2 | $74.4K | Hold |
1,569
| – | – | 0.01% | 85 |
|
|
2024
Q1 | $77.3K | Hold |
1,569
| – | – | 0.01% | 84 |
|
|
2023
Q4 | $74.1K | Hold |
1,569
| – | – | 0.01% | 82 |
|
|
2023
Q3 | $65K | Hold |
1,569
| – | – | 0.01% | 78 |
|
|
2023
Q2 | $68.7K | Hold |
1,569
| – | – | 0.01% | 81 |
|
|
2023
Q1 | $65.8K | Buy |
+1,569
| New | +$65.8K | 0.01% | 74 |
|