IFWM
SCHA icon

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

Institute for Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-159
Closed -$12K – 615
2019
Q4 		$12K Buy
+159
New +$12K ﹤0.01% 590
2014
Q1 		– Sell
-1
Closed – – 76
2013
Q4 		$0 Buy
+1
New – ﹤0.01% 77