MPWT
MassMutual Private Wealth & Trust’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 | – | Sell |
-220
| Closed | -$5.16K | – | 2483 |
|
2025
Q1 | $5.16K | Sell |
220
-934
| -81% | -$21.9K | ﹤0.01% | 1591 |
|
2024
Q4 | $29.8K | Buy |
1,154
+564
| +96% | +$14.6K | ﹤0.01% | 883 |
|
2024
Q3 | $30.4K | Buy |
+590
| New | +$30.4K | ﹤0.01% | 802 |
|
2019
Q4 | – | Sell |
-116
| Closed | -$8K | – | 883 |
|
2019
Q3 | $8K | Buy |
+116
| New | +$8K | ﹤0.01% | 630 |
|