Physician Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $346K | Buy |
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|
2024
Q2 | $259K | Sell |
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|
2024
Q1 | $382K | Sell |
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $312K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $289K | Sell |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $3.84M | Sell |
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|
2021
Q4 | $5.13M | Buy |
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|
2021
Q3 | $4.93M | Buy |
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|
2021
Q2 | $4.49M | Buy |
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|
2021
Q1 | $4.04M | Buy |
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|
2020
Q4 | $3.75M | Buy |
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|
2020
Q3 | $493K | Hold |
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|
2020
Q2 | $498K | Sell |
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|
2020
Q1 | $391K | Sell |
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|
2019
Q4 | $763K | Buy |
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|
2019
Q3 | $739K | Buy |
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