GWWM
Great Waters Wealth Management’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 | $1.16M | Sell |
45,763
-2,297
| -5% | -$58.1K | 0.15% | 38 |
|
|
2025
Q1 | $1.13M | Sell |
48,060
-169
| -0.4% | -$3.96K | 0.16% | 38 |
|
|
2024
Q4 | $1.25M | Buy |
48,229
+23,476
| +95% | +$607K | 0.16% | 41 |
|
|
2024
Q3 | $1.27M | Sell |
24,753
-446
| -2% | -$23K | 0.17% | 39 |
|
|
2024
Q2 | $1.2M | Sell |
25,199
-580
| -2% | -$27.5K | 0.18% | 38 |
|
|
2024
Q1 | $1.27M | Sell |
25,779
-457
| -2% | -$22.5K | 0.21% | 37 |
|
|
2023
Q4 | $1.2M | Sell |
26,236
-5,299
| -17% | -$242K | 0.21% | 36 |
|
|
2023
Q3 | $1.28M | Sell |
31,535
-1,202
| -4% | -$48.7K | 0.25% | 35 |
|
|
2023
Q2 | $1.43M | Sell |
32,737
-1,675
| -5% | -$73.4K | 0.29% | 35 |
|
|
2023
Q1 | $1.43M | Sell |
34,412
-1,229
| -3% | -$51.2K | 0.3% | 33 |
|
|
2022
Q4 | $1.56M | Buy |
+35,641
| New | +$1.56M | 0.34% | 32 |
|