FWP
Firethorn Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,988
| Closed | -$994K | – | 141 |
|
|
2022
Q1 | $994K | Buy |
20,988
+8,885
| +73% | +$421K | 0.75% | 27 |
|
|
2021
Q4 | $1.24M | Buy |
+12,103
| New | +$1.24M | 0.93% | 20 |
|
|
2021
Q2 | $1.12M | Buy |
10,731
+1,485
| +16% | +$155K | 0.94% | 24 |
|
|
2021
Q1 | $922K | Buy |
+9,246
| New | +$922K | 0.86% | 28 |
|