GWA
Geometric 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 | $381K | Sell |
15,048
-1,891
| -11% | -$47.8K | 0.06% | 58 |
|
|
2025
Q1 | $397K | Buy |
16,939
+6
| +0% | +$141 | 0.07% | 53 |
|
|
2024
Q4 | $438K | Buy |
16,933
+9,662
| +133% | +$250K | 0.08% | 46 |
|
|
2024
Q3 | $374K | Buy |
7,271
+802
| +12% | +$41.3K | 0.07% | 51 |
|
|
2024
Q2 | $307K | Buy |
6,469
+46
| +0.7% | +$2.18K | 0.06% | 48 |
|
|
2024
Q1 | $316K | Buy |
6,423
+187
| +3% | +$9.21K | 0.07% | 35 |
|
|
2023
Q4 | $295K | Buy |
6,236
+168
| +3% | +$7.94K | 0.08% | 34 |
|
|
2023
Q3 | $251K | Buy |
6,068
+21
| +0.3% | +$870 | 0.08% | 32 |
|
|
2023
Q2 | $271K | Buy |
6,047
+19
| +0.3% | +$853 | 0.08% | 30 |
|
|
2023
Q1 | $246K | Buy |
6,028
+319
| +6% | +$13K | 0.09% | 31 |
|
|
2022
Q4 | $231K | Sell |
5,709
-342
| -6% | -$13.9K | 0.09% | 30 |
|
|
2022
Q3 | $229K | Buy |
6,051
+72
| +1% | +$2.73K | 0.11% | 27 |
|
|
2022
Q2 | $233K | Buy |
5,979
+20
| +0.3% | +$779 | 0.12% | 30 |
|
|
2022
Q1 | $282K | Buy |
+5,959
| New | +$282K | 0.84% | 24 |
|