GPWM
SCHA icon

Grant Private Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Grant Private Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,312
Closed -$242K – 128
2025
Q1 		$242K Sell
10,312
-200
-2% -$4.69K 0.26% 107
2024
Q4 		$272K Buy
+10,512
New +$272K 0.29% 92