AP
Aspect Partners’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 | $61.5K | Buy |
2,432
+20
| +0.8% | +$506 | 0.03% | 143 |
|
2025
Q1 | $56.5K | Buy |
2,412
+16
| +0.7% | +$375 | 0.03% | 122 |
|
2024
Q4 | $62K | Buy |
2,396
+1,998
| +502% | +$51.7K | 0.04% | 121 |
|
2024
Q3 | $20.5K | Hold |
398
| – | – | 0.01% | 185 |
|
2024
Q2 | $18.9K | Hold |
398
| – | – | 0.01% | 193 |
|
2024
Q1 | $19.6K | Hold |
398
| – | – | 0.02% | 183 |
|
2023
Q4 | $18.8K | Buy |
+398
| New | +$18.8K | 0.01% | 187 |
|