DWM
Diversify Wealth Management’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 | $8.19M | Buy |
309,945
+1,841
| +0.6% | +$48.6K | 0.51% | 39 |
|
|
2025
Q1 | $7.07M | Buy |
308,104
+13,385
| +5% | +$307K | 0.53% | 42 |
|
|
2024
Q4 | $7.5M | Buy |
294,719
+2,756
| +0.9% | +$70.2K | 0.58% | 38 |
|
|
2024
Q3 | $7.47M | Buy |
291,963
+284,736
| +3,940% | +$7.29M | 0.72% | 31 |
|
|
2024
Q2 | $339K | Buy |
+7,227
| New | +$339K | 0.04% | 339 |
|