Geometric Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $397K | Buy |
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|
2024
Q4 | $438K | Buy |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | $316K | Buy |
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|
2023
Q4 | $295K | Buy |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $271K | Buy |
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|
2023
Q1 | $246K | Buy |
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|
2022
Q4 | $231K | Sell |
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|
2022
Q3 | $229K | Buy |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $282K | Buy |
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