CW
Code Waechter’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 | $2.28M | Sell |
90,079
-5,685
| -6% | -$144K | 1.62% | 14 |
|
|
2025
Q1 | $2.24M | Buy |
95,764
+13,131
| +16% | +$308K | 1.85% | 13 |
|
|
2024
Q4 | $2.14M | Buy |
82,633
+41,159
| +99% | +$1.06M | 1.86% | 12 |
|
|
2024
Q3 | $2.14M | Buy |
+41,474
| New | +$2.14M | 2.04% | 11 |
|