CA
CWC 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 | $497K | Sell |
19,626
-50
| -0.3% | -$1.27K | 0.26% | 81 |
|
|
2025
Q1 | $461K | Sell |
19,676
-54
| -0.3% | -$1.27K | 0.26% | 81 |
|
|
2024
Q4 | $510K | Buy |
19,730
+9,940
| +102% | +$257K | 0.51% | 56 |
|
|
2024
Q3 | $504K | Buy |
+9,790
| New | +$504K | 0.5% | 59 |
|