MWM
MBE 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 | $232K | Hold |
9,174
| – | – | 0.1% | 119 |
|
|
2025
Q1 | $215K | Buy |
9,174
+124
| +1% | +$2.91K | 0.1% | 114 |
|
|
2024
Q4 | $234K | Buy |
9,050
+4,526
| +100% | +$117K | 0.13% | 86 |
|
|
2024
Q3 | $233K | Buy |
+4,524
| New | +$233K | 0.13% | 88 |
|
|
2020
Q2 | – | Sell |
-505
| Closed | -$26K | – | 413 |
|
|
2020
Q1 | $26K | Buy |
+505
| New | +$26K | 0.02% | 184 |
|