OPWM
Oakwell Private 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 | $1.63M | Buy |
64,253
+208
| +0.3% | +$5.26K | 0.37% | 26 |
|
|
2025
Q1 | $1.5M | Hold |
64,045
| – | – | 0.41% | 28 |
|
|
2024
Q4 | $1.66M | Buy |
64,045
+32,007
| +100% | +$828K | 0.46% | 24 |
|
|
2024
Q3 | $1.65M | Sell |
32,038
-2,465
| -7% | -$127K | 0.47% | 25 |
|
|
2024
Q2 | $1.64M | Sell |
34,503
-63
| -0.2% | -$2.99K | 0.46% | 26 |
|
|
2024
Q1 | $1.7M | Sell |
34,566
-182
| -0.5% | -$8.96K | 0.52% | 24 |
|
|
2023
Q4 | $1.64M | Sell |
34,748
-3,017
| -8% | -$143K | 0.57% | 24 |
|
|
2023
Q3 | $1.56M | Sell |
37,765
-174
| -0.5% | -$7.21K | 0.66% | 20 |
|
|
2023
Q2 | $1.66M | Buy |
37,939
+156
| +0.4% | +$6.83K | 0.7% | 22 |
|
|
2023
Q1 | $1.58M | Buy |
37,783
+199
| +0.5% | +$8.34K | 0.72% | 22 |
|
|
2022
Q4 | $1.52M | Sell |
37,584
-5,632
| -13% | -$228K | 0.73% | 21 |
|
|
2022
Q3 | $1.63M | Buy |
43,216
+18,390
| +74% | +$695K | 0.9% | 20 |
|
|
2022
Q2 | $968K | Buy |
24,826
+4,217
| +20% | +$164K | 0.55% | 26 |
|
|
2022
Q1 | $976K | Buy |
20,609
+10,240
| +99% | +$485K | 0.49% | 28 |
|
|
2021
Q4 | $1.06M | Sell |
10,369
-590
| -5% | -$60.4K | 0.53% | 26 |
|
|
2021
Q3 | $1.1M | Sell |
10,959
-61
| -0.6% | -$6.11K | 0.59% | 21 |
|
|
2021
Q2 | $1.15M | Sell |
11,020
-211
| -2% | -$22K | 0.74% | 23 |
|
|
2021
Q1 | $1.12M | Sell |
11,231
-944
| -8% | -$94.1K | 0.79% | 21 |
|
|
2020
Q4 | $1.08M | Buy |
+12,175
| New | +$1.08M | 0.85% | 20 |
|