CWA
Clearview Wealth Advisors’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 | $846K | Buy |
33,432
+1,179
| +4% | +$29.8K | 0.59% | 40 |
|
|
2025
Q1 | $756K | Buy |
32,253
+685
| +2% | +$16.1K | 0.56% | 38 |
|
|
2024
Q4 | $816K | Buy |
31,568
+15,960
| +102% | +$413K | 0.62% | 37 |
|
|
2024
Q3 | $804K | Buy |
15,608
+1,624
| +12% | +$83.6K | 0.62% | 35 |
|
|
2024
Q2 | $664K | Buy |
+13,984
| New | +$664K | 0.58% | 40 |
|
|
2023
Q3 | – | Sell |
-2,443
| Closed | -$107K | – | 523 |
|
|
2023
Q2 | $107K | Sell |
2,443
-11
| -0.4% | -$482 | 0.11% | 134 |
|
|
2023
Q1 | $103K | Sell |
2,454
-372
| -13% | -$15.6K | 0.1% | 145 |
|
|
2022
Q4 | $114K | Sell |
2,826
-683
| -19% | -$27.7K | 0.09% | 105 |
|
|
2022
Q3 | $133K | Sell |
3,509
-975
| -22% | -$37K | 0.11% | 94 |
|
|
2022
Q2 | $175K | Sell |
4,484
-42,722
| -91% | -$1.67M | 0.13% | 90 |
|
|
2022
Q1 | $2.24M | Buy |
47,206
+22,122
| +88% | +$1.05M | 1.47% | 15 |
|
|
2021
Q4 | $2.57M | Buy |
25,084
+922
| +4% | +$94.4K | 1.57% | 14 |
|
|
2021
Q3 | $2.42M | Sell |
24,162
-605
| -2% | -$60.6K | 1.53% | 14 |
|
|
2021
Q2 | $2.58M | Buy |
24,767
+3,054
| +14% | +$318K | 1.59% | 14 |
|
|
2021
Q1 | $2.16M | Buy |
+21,713
| New | +$2.16M | 1.4% | 15 |
|