Global Wealth Strategies & Associates’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
Q3 | $430K | Buy |
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|
2025
Q2 | $62.7K | Sell |
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|
2025
Q1 | $60.9K | Sell |
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|
2024
Q4 | $76.7K | Buy |
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|
2024
Q3 | $76.2K | Buy |
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|
2024
Q2 | $43.8K | Hold |
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|
2024
Q1 | $45.5K | Hold |
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|
2023
Q4 | $43.7K | Sell |
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|
2023
Q3 | $39.1K | Hold |
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|
2023
Q2 | $41.4K | Buy |
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|
2023
Q1 | $21K | Buy |
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|
2022
Q4 | $18.8K | Buy |
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