FWM
Fonville 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 | $1.21M | Sell |
47,955
-883
| -2% | -$22.3K | 0.31% | 57 |
|
|
2025
Q1 | $1.12M | Sell |
48,838
-2,403
| -5% | -$55K | 0.33% | 55 |
|
|
2024
Q4 | $1.33M | Buy |
51,241
+24,332
| +90% | +$629K | 0.44% | 47 |
|
|
2024
Q3 | $1.39M | Sell |
26,909
-2,050
| -7% | -$106K | 0.48% | 47 |
|
|
2024
Q2 | $1.38M | Sell |
28,959
-2,176
| -7% | -$104K | 0.55% | 47 |
|
|
2024
Q1 | $1.53M | Buy |
31,135
+11
| +0% | +$542 | 0.68% | 41 |
|
|
2023
Q4 | $1.47M | Buy |
+31,124
| New | +$1.47M | 0.78% | 39 |
|