PFA
Pathway Financial Advisors’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 | $340K | Buy |
+13,427
| New | +$340K | 0.05% | 102 |
|
|
2018
Q3 | – | Sell |
-280
| Closed | -$21K | – | 321 |
|
|
2018
Q2 | $21K | Hold |
280
| – | – | 0.01% | 333 |
|
|
2018
Q1 | $19K | Sell |
280
-776
| -73% | -$52.7K | 0.01% | 349 |
|
|
2017
Q4 | $74K | Buy |
+1,056
| New | +$74K | 0.04% | 198 |
|