FWM
Focused 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 | $307K | Buy |
+12,121
| New | +$307K | 0.04% | 125 |
|
|
2023
Q1 | – | Sell |
-42
| Closed | -$1.7K | – | 1088 |
|
|
2022
Q4 | $1.7K | Hold |
42
| – | – | ﹤0.01% | 763 |
|
|
2022
Q3 | $2K | Hold |
42
| – | – | ﹤0.01% | 746 |
|
|
2022
Q2 | $2K | Hold |
42
| – | – | ﹤0.01% | 718 |
|
|
2022
Q1 | $2K | Buy |
42
+21
| +100% | +$1K | ﹤0.01% | 761 |
|
|
2021
Q4 | $2K | Hold |
21
| – | – | ﹤0.01% | 786 |
|
|
2021
Q3 | $2K | Sell |
21
-20
| -49% | -$1.91K | ﹤0.01% | 767 |
|
|
2021
Q2 | $4K | Hold |
41
| – | – | ﹤0.01% | 706 |
|
|
2021
Q1 | $4K | Hold |
41
| – | – | ﹤0.01% | 691 |
|
|
2020
Q4 | $4K | Buy |
41
+21
| +105% | +$2.05K | ﹤0.01% | 654 |
|
|
2020
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 693 |
|
|
2016
Q1 | – | Sell |
-5,949
| Closed | -$310K | – | 700 |
|
|
2015
Q4 | $310K | Buy |
+5,949
| New | +$310K | 0.18% | 82 |
|