FWA
FSM 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 | $2.58M | Buy |
100,197
+46,416
| +86% | +$1.19M | 0.42% | 46 |
|
|
2025
Q1 | $1.26M | Buy |
53,781
+23,932
| +80% | +$561K | 0.28% | 49 |
|
|
2024
Q4 | $789K | Buy |
29,849
+16,165
| +118% | +$427K | 0.19% | 73 |
|
|
2024
Q3 | $705K | Hold |
13,684
| – | – | 0.19% | 74 |
|
|
2024
Q2 | $649K | Buy |
13,684
+1
| +0% | +$47 | 0.22% | 73 |
|
|
2024
Q1 | $674K | Sell |
13,683
-362
| -3% | -$17.8K | 0.24% | 70 |
|
|
2023
Q4 | $663K | Buy |
14,045
+8,542
| +155% | +$404K | 0.28% | 66 |
|
|
2023
Q3 | $228K | Buy |
+5,503
| New | +$228K | 0.11% | 131 |
|