FWM
Finer 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 | $891K | Sell |
35,231
-4,044
| -10% | -$102K | 0.48% | 42 |
|
|
2025
Q1 | $920K | Sell |
39,275
-4,098
| -9% | -$96K | 0.55% | 38 |
|
|
2024
Q4 | $1.12M | Buy |
43,373
+25,314
| +140% | +$655K | 0.64% | 35 |
|
|
2024
Q3 | $930K | Buy |
18,059
+6,282
| +53% | +$324K | 0.57% | 38 |
|
|
2024
Q2 | $559K | Buy |
11,777
+5,880
| +100% | +$279K | 0.36% | 50 |
|
|
2024
Q1 | $290K | Buy |
+5,897
| New | +$290K | 0.19% | 70 |
|