Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $157K | Buy |
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|
2024
Q2 | $144K | Sell |
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|
2024
Q1 | $531K | Buy |
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|
2023
Q4 | $507K | Buy |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $663K | Buy |
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|
2023
Q1 | $630K | Sell |
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|
2022
Q4 | $801K | Sell |
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|
2022
Q3 | $912K | Buy |
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|
2022
Q2 | $909K | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.12M | Buy |
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