GPS Wealth Strategies Group’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 | $9.33K | Buy |
369
+1
| +0.3% | +$25 | ﹤0.01% | 1054 |
|
|
2025
Q1 | $8.62K | Sell |
368
-215
| -37% | -$5.04K | ﹤0.01% | 1038 |
|
|
2024
Q4 | $15.1K | Buy |
583
+113
| +24% | +$2.92K | ﹤0.01% | 859 |
|
|
2024
Q3 | $12.1K | Buy |
470
+2
| +0.4% | +$51 | ﹤0.01% | 909 |
|
|
2024
Q2 | $11.1K | Buy |
468
+252
| +117% | +$5.98K | ﹤0.01% | 885 |
|
|
2024
Q1 | $5.32K | Hold |
216
| – | – | ﹤0.01% | 989 |
|
|
2023
Q4 | $5.1K | Hold |
216
| – | – | ﹤0.01% | 976 |
|
|
2023
Q3 | $4.47K | Hold |
216
| – | – | ﹤0.01% | 988 |
|
|
2023
Q2 | $4.73K | Sell |
216
-292
| -57% | -$6.39K | ﹤0.01% | 999 |
|
|
2023
Q1 | $10.7K | Buy |
+508
| New | +$10.7K | ﹤0.01% | 825 |
|
|
2022
Q4 | – | Sell |
-308
| Closed | -$6K | – | 897 |
|
|
2022
Q3 | $6K | Hold |
308
| – | – | ﹤0.01% | 870 |
|
|
2022
Q2 | $6K | Hold |
308
| – | – | ﹤0.01% | 860 |
|
|
2022
Q1 | $7K | Hold |
308
| – | – | ﹤0.01% | 802 |
|
|
2021
Q4 | $8K | Buy |
308
+292
| +1,825% | +$7.58K | ﹤0.01% | 784 |
|
|
2021
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1062 |
|
|
2021
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 1059 |
|
|
2021
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 953 |
|