BGWM
SCHA icon

Bridge Generations 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
Sell
-327
Closed -$7.66K 143
2025
Q1
$7.66K Buy
327
+164
+101% +$3.84K ﹤0.01% 67
2024
Q4
$4.21K Buy
+163
New +$4.21K ﹤0.01% 54