Householder Group Estate & Retirement Specialist’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
2024
Q4
Sell
2024
Q3
$123K Hold
2024
Q2
$113K Hold
2024
Q1
$118K Buy
2023
Q4
$109K Sell
2023
Q3
$96.7K Buy
2023
Q1
$59K Buy
2022
Q4
Sell
2022
Q3
$17K Buy