LWA
Lowe Wealth Advisors’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 | $33.9K | Hold |
1,339
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $31.4K | Hold |
1,339
| – | – | 0.01% | 162 |
|
|
2024
Q4 | $34.6K | Buy |
+1,339
| New | +$34.6K | 0.01% | 152 |
|
|
2024
Q2 | – | Sell |
-400
| Closed | -$19.7K | – | 326 |
|
|
2024
Q1 | $19.7K | Hold |
400
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $18.9K | Sell |
400
-120
| -23% | -$5.67K | 0.01% | 162 |
|
|
2023
Q3 | $21.5K | Hold |
520
| – | – | 0.01% | 147 |
|
|
2023
Q2 | $22.8K | Hold |
520
| – | – | 0.01% | 152 |
|
|
2023
Q1 | $21.8K | Hold |
520
| – | – | 0.01% | 146 |
|
|
2022
Q4 | $21.1K | Hold |
520
| – | – | 0.01% | 150 |
|
|
2022
Q3 | $20K | Hold |
520
| – | – | 0.01% | 147 |
|
|
2022
Q2 | $20K | Sell |
520
-63
| -11% | -$2.42K | 0.01% | 139 |
|
|
2022
Q1 | $28K | Buy |
+583
| New | +$28K | 0.01% | 132 |
|