PCG
Prosperity Consulting Group’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 | $3.47M | Sell |
137,237
-9,479
| -6% | -$240K | 0.25% | 92 |
|
|
2025
Q1 | $3.44M | Sell |
146,716
-7,821
| -5% | -$183K | 0.27% | 88 |
|
|
2024
Q4 | $4M | Buy |
154,537
+76,073
| +97% | +$1.97M | 0.3% | 79 |
|
|
2024
Q3 | $4.04M | Sell |
78,464
-13,858
| -15% | -$714K | 0.32% | 74 |
|
|
2024
Q2 | $4.38M | Sell |
92,322
-16,450
| -15% | -$781K | 0.59% | 45 |
|
|
2024
Q1 | $5.36M | Sell |
108,772
-12,712
| -10% | -$626K | 0.67% | 40 |
|
|
2023
Q4 | $5.74M | Sell |
121,484
-20,080
| -14% | -$949K | 1.92% | 11 |
|
|
2023
Q3 | $5.86M | Buy |
+141,564
| New | +$5.86M | 2.69% | 7 |
|