CIA
Compass Ion 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 | $246K | Sell |
9,714
-2,972
| -23% | -$75.2K | 0.03% | 240 |
|
|
2025
Q1 | $297K | Sell |
12,686
-7,280
| -36% | -$171K | 0.04% | 210 |
|
|
2024
Q4 | $516K | Buy |
19,966
+9,208
| +86% | +$238K | 0.06% | 162 |
|
|
2024
Q3 | $554K | Buy |
+10,758
| New | +$554K | 0.07% | 153 |
|