GGM 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
Q1
$230K Buy
2024
Q4
$252K Buy
2023
Q4
Sell
2023
Q3
$777K Buy
2023
Q2
$820K Buy
2023
Q1
$668K Buy
2022
Q4
$644K Buy
2022
Q3
$604K Buy
2022
Q2
$578K Buy
2022
Q1
$273K Buy