MW
MBL Wealth’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 | $954K | Hold |
37,700
| – | – | 0.09% | 105 |
|
|
2025
Q1 | $883K | Hold |
37,700
| – | – | 0.09% | 104 |
|
|
2024
Q4 | $975K | Buy |
37,700
+18,850
| +100% | +$487K | 0.1% | 96 |
|
|
2024
Q3 | $971K | Hold |
18,850
| – | – | 0.1% | 94 |
|
|
2024
Q2 | $894K | Sell |
18,850
-25
| -0.1% | -$1.19K | 0.1% | 98 |
|
|
2024
Q1 | $929K | Hold |
18,875
| – | – | 0.11% | 93 |
|
|
2023
Q4 | $892K | Hold |
18,875
| – | – | 0.11% | 90 |
|
|
2023
Q3 | $782K | Sell |
18,875
-29
| -0.2% | -$1.2K | 0.11% | 88 |
|
|
2023
Q2 | $828K | Hold |
18,904
| – | – | 0.12% | 82 |
|
|
2023
Q1 | $793K | Sell |
18,904
-600
| -3% | -$25.2K | 0.12% | 74 |
|
|
2022
Q4 | $790K | Buy |
19,504
+403
| +2% | +$16.3K | 0.15% | 74 |
|
|
2022
Q3 | $722K | Buy |
+19,101
| New | +$722K | 0.16% | 75 |
|