Austin Private Wealth’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
Q2 | – | Sell |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $204K | Buy |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $273K | Sell |
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|
2022
Q2 | $390K | Sell |
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|
2022
Q1 | $4.88M | Buy |
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|
2021
Q4 | $4.87M | Buy |
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|
2021
Q3 | $4.25M | Buy |
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|
2021
Q2 | $4.07M | Buy |
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|
2021
Q1 | $3.62M | Buy |
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