Independent Wealth Network’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 |
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|
2024
Q3 | $496K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $224K | Sell |
|
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|
2023
Q4 | $390K | Buy |
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|
2023
Q3 | $342K | Buy |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $325K | Buy |
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