GA
Gordian 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 | $3.59M | Sell |
141,882
-6,999
| -5% | -$177K | 2.57% | 8 |
|
|
2025
Q1 | $3.49M | Sell |
148,881
-1,868
| -1% | -$43.8K | 2.77% | 7 |
|
|
2024
Q4 | $3.9M | Buy |
150,749
+69,542
| +86% | +$1.8M | 3.08% | 7 |
|
|
2024
Q3 | $4.18M | Sell |
81,207
-6,631
| -8% | -$341K | 3.34% | 7 |
|
|
2024
Q2 | $4.17M | Sell |
87,838
-7,499
| -8% | -$356K | 4.02% | 6 |
|
|
2024
Q1 | $4.69M | Sell |
95,337
-7,977
| -8% | -$393K | 4.32% | 6 |
|
|
2023
Q4 | $4.88M | Buy |
+103,314
| New | +$4.88M | 4.81% | 6 |
|