AAS
Asset Allocation Strategies’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 | $3.57M | Buy |
140,939
+16,601
| +13% | +$420K | 0.79% | 34 |
|
|
2025
Q1 | $2.91M | Buy |
124,338
+11,101
| +10% | +$260K | 0.72% | 34 |
|
|
2024
Q4 | $2.98M | Buy |
113,237
+83,321
| +279% | +$2.19M | 0.72% | 34 |
|
|
2024
Q3 | $1.54M | Buy |
29,916
+24,861
| +492% | +$1.28M | 0.44% | 51 |
|
|
2024
Q2 | $240K | Buy |
+5,055
| New | +$240K | 0.08% | 80 |
|