PWA
Physician Wealth 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 | $342K | Buy |
13,517
+28
| +0.2% | +$708 | 0.05% | 131 |
|
|
2025
Q1 | $316K | Buy |
13,489
+134
| +1% | +$3.14K | 0.05% | 130 |
|
|
2024
Q4 | $345K | Buy |
13,355
+39
| +0.3% | +$1.01K | 0.06% | 125 |
|
|
2024
Q3 | $346K | Buy |
13,316
+8,293
| +165% | +$216K | 0.06% | 122 |
|
|
2024
Q2 | $259K | Sell |
5,023
-3,332
| -40% | -$172K | 0.05% | 141 |
|
|
2024
Q1 | $382K | Sell |
8,355
-37
| -0.4% | -$1.69K | 0.08% | 106 |
|
|
2023
Q4 | $389K | Buy |
8,392
+1,313
| +19% | +$60.9K | 0.09% | 101 |
|
|
2023
Q3 | $288K | Buy |
7,079
+2
| +0% | +$82 | 0.07% | 107 |
|
|
2023
Q2 | $312K | Buy |
7,077
+430
| +6% | +$18.9K | 0.08% | 106 |
|
|
2023
Q1 | $278K | Buy |
6,647
+13
| +0.2% | +$544 | 0.07% | 117 |
|
|
2022
Q4 | $289K | Sell |
6,634
-3,625
| -35% | -$158K | 0.08% | 115 |
|
|
2022
Q3 | $412K | Buy |
10,259
+828
| +9% | +$33.3K | 0.13% | 85 |
|
|
2022
Q2 | $406K | Sell |
9,431
-75,897
| -89% | -$3.27M | 0.12% | 94 |
|
|
2022
Q1 | $3.84M | Buy |
85,328
+33,939
| +66% | +$1.53M | 1.02% | 23 |
|
|
2021
Q4 | $5.13M | Buy |
51,389
+3,669
| +8% | +$366K | 1.34% | 18 |
|
|
2021
Q3 | $4.93M | Buy |
47,720
+2,773
| +6% | +$286K | 1.35% | 20 |
|
|
2021
Q2 | $4.49M | Buy |
44,947
+5,167
| +13% | +$516K | 1.29% | 22 |
|
|
2021
Q1 | $4.04M | Buy |
39,780
+1,932
| +5% | +$196K | 1.31% | 20 |
|
|
2020
Q4 | $3.75M | Buy |
37,848
+30,911
| +446% | +$3.07M | 1.28% | 21 |
|
|
2020
Q3 | $493K | Hold |
6,937
| – | – | 0.2% | 68 |
|
|
2020
Q2 | $498K | Sell |
6,937
-295
| -4% | -$21.2K | 0.2% | 69 |
|
|
2020
Q1 | $391K | Sell |
7,232
-2,826
| -28% | -$153K | 0.2% | 66 |
|
|
2019
Q4 | $763K | Buy |
10,058
+58
| +0.6% | +$4.4K | 0.34% | 41 |
|
|
2019
Q3 | $739K | Buy |
+10,000
| New | +$739K | 0.36% | 41 |
|