FWM
Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $36.6M | Buy |
365,523
+6,635
| +2% | +$664K | 21% | 2 |
|
|
2021
Q2 | $37.4M | Buy |
358,888
+3,482
| +1% | +$363K | 21.19% | 2 |
|
|
2021
Q1 | $35.4M | Sell |
355,406
-36,102
| -9% | -$3.6M | 21.4% | 2 |
|
|
2020
Q4 | $34.8M | Buy |
391,508
+14,699
| +4% | +$1.31M | 22.26% | 2 |
|
|
2020
Q3 | $25.7M | Buy |
376,809
+2,758
| +0.7% | +$188K | 20.15% | 2 |
|
|
2020
Q2 | $24.4M | Buy |
374,051
+34,263
| +10% | +$2.24M | 19.47% | 2 |
|
|
2020
Q1 | $17.5M | Buy |
339,788
+39,173
| +13% | +$2.02M | 19.28% | 2 |
|
|
2019
Q4 | $22.7M | Buy |
+300,615
| New | +$22.7M | 20.11% | 2 |
|