LGWM
Litman Gregory 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 | $547K | Sell |
21,637
-14,069
| -39% | -$356K | 0.04% | 89 |
|
|
2025
Q1 | $837K | Sell |
35,706
-932
| -3% | -$21.8K | 0.07% | 77 |
|
|
2024
Q4 | $947K | Buy |
36,638
+18,319
| +100% | +$474K | 0.08% | 72 |
|
|
2024
Q3 | $943K | Hold |
18,319
| – | – | 0.08% | 73 |
|
|
2024
Q2 | $869K | Hold |
18,319
| – | – | 0.08% | 75 |
|
|
2024
Q1 | $902K | Buy |
18,319
+1,940
| +12% | +$95.5K | 0.08% | 75 |
|
|
2023
Q4 | $774K | Buy |
16,379
+517
| +3% | +$24.4K | 0.07% | 77 |
|
|
2023
Q3 | $657K | Sell |
15,862
-2,878
| -15% | -$119K | 0.07% | 78 |
|
|
2023
Q2 | $821K | Buy |
+18,740
| New | +$821K | 0.1% | 47 |
|
|
2023
Q1 | – | Sell |
-18,290
| Closed | -$741K | – | 82 |
|
|
2022
Q4 | $741K | Sell |
18,290
-706
| -4% | -$28.6K | 0.1% | 50 |
|
|
2022
Q3 | $718K | Sell |
18,996
-4,979
| -21% | -$188K | 0.11% | 44 |
|
|
2022
Q2 | $935K | Buy |
23,975
+1,150
| +5% | +$44.8K | 0.14% | 50 |
|
|
2022
Q1 | $1.08M | Buy |
22,825
+11,098
| +95% | +$526K | 0.16% | 46 |
|
|
2021
Q4 | $1.2M | Sell |
11,727
-990
| -8% | -$101K | 0.2% | 43 |
|
|
2021
Q3 | $1.27M | Buy |
12,717
+11,398
| +864% | +$1.14M | 0.24% | 40 |
|
|
2021
Q2 | $1.32K | Sell |
1,319
-10,991
| -89% | -$11K | 0.25% | 39 |
|
|
2021
Q1 | $1.23M | Hold |
12,310
| – | – | 0.24% | 39 |
|
|
2020
Q4 | $1.1M | Hold |
12,310
| – | – | 0.2% | 41 |
|
|
2020
Q3 | $841K | Hold |
12,310
| – | – | 0.17% | 42 |
|
|
2020
Q2 | $804K | Buy |
12,310
+1,702
| +16% | +$111K | 0.18% | 42 |
|
|
2020
Q1 | $547K | Buy |
10,608
+9,215
| +662% | +$475K | 0.14% | 38 |
|
|
2019
Q4 | $105K | Buy |
+1,393
| New | +$105K | 0.02% | 72 |
|