CWA
Continuum 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 | $216K | Sell |
8,552
-144
| -2% | -$3.64K | 0.1% | 57 |
|
|
2025
Q1 | $204K | Hold |
8,696
| – | – | 0.1% | 55 |
|
|
2024
Q4 | $225K | Buy |
8,696
+4,348
| +100% | +$112K | 0.11% | 55 |
|
|
2024
Q3 | $224K | Hold |
4,348
| – | – | 0.12% | 53 |
|
|
2024
Q2 | $206K | Sell |
4,348
-166
| -4% | -$7.88K | 0.11% | 59 |
|
|
2024
Q1 | $222K | Sell |
4,514
-74
| -2% | -$3.64K | 0.13% | 60 |
|
|
2023
Q4 | $217K | Buy |
+4,588
| New | +$217K | 0.14% | 48 |
|
|
2023
Q3 | – | Sell |
-4,588
| Closed | -$201K | – | 50 |
|
|
2023
Q2 | $201K | Buy |
+4,588
| New | +$201K | 0.14% | 50 |
|
|
2023
Q1 | – | Sell |
-14,174
| Closed | -$574K | – | 47 |
|
|
2022
Q4 | $574K | Buy |
+14,174
| New | +$574K | 0.57% | 22 |
|