AEPWM
Atlantic Edge Private 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 | $25.3K | Sell |
1,000
-230
| -19% | -$5.82K | 0.01% | 272 |
|
|
2025
Q1 | $28.8K | Hold |
1,230
| – | – | 0.01% | 244 |
|
|
2024
Q4 | $31.8K | Buy |
1,230
+615
| +100% | +$15.9K | 0.01% | 227 |
|
|
2024
Q3 | $31.7K | Hold |
615
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $29.2K | Buy |
615
+1
| +0.2% | +$47 | 0.01% | 226 |
|
|
2024
Q1 | $30.2K | Hold |
614
| – | – | 0.01% | 226 |
|
|
2023
Q4 | $29K | Buy |
+614
| New | +$29K | 0.01% | 214 |
|