GWSA
Global Wealth Strategies & Associates’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 | $62.7K | Sell |
2,480
-118
| -5% | -$2.99K | 0.02% | 99 |
|
|
2025
Q1 | $60.9K | Sell |
2,598
-369
| -12% | -$8.64K | 0.02% | 100 |
|
|
2024
Q4 | $76.7K | Buy |
2,967
+1,487
| +100% | +$38.5K | 0.02% | 86 |
|
|
2024
Q3 | $76.2K | Buy |
1,480
+556
| +60% | +$28.6K | 0.03% | 75 |
|
|
2024
Q2 | $43.8K | Hold |
924
| – | – | 0.02% | 95 |
|
|
2024
Q1 | $45.5K | Hold |
924
| – | – | 0.02% | 94 |
|
|
2023
Q4 | $43.7K | Sell |
924
-21
| -2% | -$992 | 0.02% | 91 |
|
|
2023
Q3 | $39.1K | Hold |
945
| – | – | 0.02% | 88 |
|
|
2023
Q2 | $41.4K | Buy |
945
+444
| +89% | +$19.5K | 0.02% | 85 |
|
|
2023
Q1 | $21K | Buy |
501
+37
| +8% | +$1.55K | 0.01% | 109 |
|
|
2022
Q4 | $18.8K | Buy |
+464
| New | +$18.8K | 0.01% | 113 |
|