GGM Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $230K | Buy |
10,052
+309
| +3% | +$7.06K | 0.13% | 120 |
|
|
2024
Q4 | $252K | Buy |
+9,743
| New | +$252K | 0.13% | 118 |
|
|
2023
Q4 | – | Sell |
-37,534
| Closed | -$777K | – | 143 |
|
|
2023
Q3 | $777K | Buy |
37,534
+712
| +2% | +$14.7K | 0.34% | 55 |
|
|
2023
Q2 | $820K | Buy |
36,822
+4,930
| +15% | +$110K | 0.33% | 56 |
|
|
2023
Q1 | $668K | Buy |
31,892
+776
| +2% | +$16.3K | 0.38% | 43 |
|
|
2022
Q4 | $644K | Buy |
31,116
+1,494
| +5% | +$30.9K | 0.33% | 63 |
|
|
2022
Q3 | $604K | Buy |
29,622
+250
| +0.9% | +$5.1K | 0.33% | 63 |
|
|
2022
Q2 | $578K | Buy |
29,372
+17,664
| +151% | +$348K | 0.32% | 61 |
|
|
2022
Q1 | $273K | Buy |
+11,708
| New | +$273K | 0.14% | 121 |
|