FMWA
Forvis Mazars Wealth Advisors’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 | $321K | Sell |
12,691
-230
| -2% | -$5.82K | 0.01% | 342 |
|
|
2025
Q1 | $303K | Buy |
12,921
+230
| +2% | +$5.39K | 0.01% | 347 |
|
|
2024
Q4 | $328K | Buy |
12,691
+3,198
| +34% | +$82.7K | 0.01% | 364 |
|
|
2024
Q3 | $489K | Sell |
9,493
-5,405
| -36% | -$278K | 0.01% | 318 |
|
|
2024
Q2 | $707K | Sell |
14,898
-360
| -2% | -$17.1K | 0.02% | 238 |
|
|
2024
Q1 | $751K | Buy |
15,258
+1,404
| +10% | +$69.1K | 0.02% | 240 |
|
|
2023
Q4 | $654K | Sell |
13,854
-26
| -0.2% | -$1.23K | 0.02% | 247 |
|
|
2023
Q3 | $575K | Buy |
13,880
+6,233
| +82% | +$258K | 0.02% | 252 |
|
|
2023
Q2 | $335K | Buy |
7,647
+2,251
| +42% | +$98.6K | 0.01% | 343 |
|
|
2023
Q1 | $226K | Sell |
5,396
-53
| -1% | -$2.22K | 0.01% | 372 |
|
|
2022
Q4 | $221K | Hold |
5,449
| – | – | 0.01% | 367 |
|
|
2022
Q3 | $206K | Hold |
5,449
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $212K | Buy |
5,449
+240
| +5% | +$9.34K | 0.01% | 372 |
|
|
2022
Q1 | $247K | Buy |
+5,209
| New | +$247K | 0.01% | 268 |
|