MWP
Moller Wealth Partners’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 | $1.82M | Sell |
72,068
-3,046
| -4% | -$77.1K | 0.4% | 29 |
|
|
2025
Q1 | $1.76M | Sell |
75,114
-1,002
| -1% | -$23.5K | 0.44% | 28 |
|
|
2024
Q4 | $1.97M | Buy |
76,116
+33,561
| +79% | +$868K | 0.52% | 27 |
|
|
2024
Q3 | $2.19M | Sell |
42,555
-255
| -0.6% | -$13.1K | 0.55% | 27 |
|
|
2024
Q2 | $2.03M | Sell |
42,810
-639
| -1% | -$30.3K | 0.54% | 27 |
|
|
2024
Q1 | $2.14M | Sell |
43,449
-2,996
| -6% | -$148K | 0.58% | 27 |
|
|
2023
Q4 | $2.19M | Buy |
46,445
+10,220
| +28% | +$483K | 0.62% | 27 |
|
|
2023
Q3 | $1.5M | Sell |
36,225
-581
| -2% | -$24.1K | 0.48% | 27 |
|
|
2023
Q2 | $1.61M | Sell |
36,806
-10,885
| -23% | -$477K | 0.49% | 27 |
|
|
2023
Q1 | $2M | Sell |
47,691
-6,109
| -11% | -$256K | 0.62% | 27 |
|
|
2022
Q4 | $2.18M | Sell |
53,800
-4,778
| -8% | -$194K | 0.7% | 27 |
|
|
2022
Q3 | $2.21M | Buy |
58,578
+7,955
| +16% | +$301K | 0.8% | 25 |
|
|
2022
Q2 | $1.97M | Buy |
50,623
+1,424
| +3% | +$55.5K | 0.67% | 27 |
|
|
2022
Q1 | $2.33M | Buy |
49,199
+23,897
| +94% | +$1.13M | 0.72% | 25 |
|
|
2021
Q4 | $2.59M | Sell |
25,302
-230
| -0.9% | -$23.6K | 0.83% | 24 |
|
|
2021
Q3 | $2.56M | Sell |
25,532
-22
| -0.1% | -$2.2K | 0.84% | 24 |
|
|
2021
Q2 | $2.66M | Sell |
25,554
-464
| -2% | -$48.3K | 0.87% | 24 |
|
|
2021
Q1 | $2.59M | Sell |
26,018
-244
| -0.9% | -$24.3K | 0.9% | 23 |
|
|
2020
Q4 | $2.34M | Sell |
26,262
-6,552
| -20% | -$583K | 0.97% | 23 |
|
|
2020
Q3 | $2.24M | Sell |
32,814
-8,369
| -20% | -$572K | 1% | 24 |
|
|
2020
Q2 | $2.69M | Buy |
+41,183
| New | +$2.69M | 1.18% | 23 |
|