CWM
Campbell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.97M | Buy |
153,540
+83,849
| +120% | +$2.17M | 0.36% | 18 |
|
|
2024
Q3 | $3.59M | Buy |
+69,691
| New | +$3.59M | 0.32% | 19 |
|
|
2024
Q2 | – | Sell |
-53,272
| Closed | -$2.62M | – | 86 |
|
|
2024
Q1 | $2.62M | Buy |
53,272
+19,543
| +58% | +$962K | 0.26% | 21 |
|
|
2023
Q4 | $1.59M | Buy |
33,729
+4,053
| +14% | +$191K | 0.19% | 24 |
|
|
2023
Q3 | $1.23M | Buy |
29,676
+619
| +2% | +$25.6K | 0.15% | 25 |
|
|
2023
Q2 | $1.27M | Sell |
29,057
-215
| -0.7% | -$9.42K | 0.16% | 23 |
|
|
2023
Q1 | $1.23M | Sell |
29,272
-1,090
| -4% | -$45.7K | 0.15% | 27 |
|
|
2022
Q4 | $1.23M | Buy |
30,362
+1,021
| +3% | +$41.4K | 0.17% | 24 |
|
|
2022
Q3 | $1.11M | Buy |
29,341
+12,226
| +71% | +$462K | 0.16% | 25 |
|
|
2022
Q2 | $667K | Buy |
17,115
+2,566
| +18% | +$100K | 0.09% | 21 |
|
|
2022
Q1 | $689K | Buy |
14,549
+6,977
| +92% | +$330K | 0.08% | 25 |
|
|
2021
Q4 | $775K | Buy |
7,572
+965
| +15% | +$98.8K | 0.09% | 25 |
|
|
2021
Q3 | $661K | Buy |
6,607
+913
| +16% | +$91.3K | 0.09% | 25 |
|
|
2021
Q2 | $593K | Sell |
5,694
-17
| -0.3% | -$1.77K | 0.08% | 25 |
|
|
2021
Q1 | $569K | Buy |
5,711
+115
| +2% | +$11.5K | 0.08% | 29 |
|
|
2020
Q4 | $498K | Sell |
5,596
-220
| -4% | -$19.6K | 0.07% | 29 |
|
|
2020
Q3 | $397K | Buy |
5,816
+328
| +6% | +$22.4K | 0.06% | 30 |
|
|
2020
Q2 | $359K | Buy |
5,488
+384
| +8% | +$25.1K | 0.06% | 32 |
|
|
2020
Q1 | $263K | Buy |
5,104
+1,455
| +40% | +$75K | 0.06% | 37 |
|
|
2019
Q4 | $276K | Sell |
3,649
-167
| -4% | -$12.6K | 0.06% | 51 |
|
|
2019
Q3 | $266K | Buy |
+3,816
| New | +$266K | 0.06% | 53 |
|