RWA
Roberts 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 | $900K | Sell |
35,559
-601
| -2% | -$15.2K | 0.26% | 66 |
|
|
2025
Q1 | $847K | Sell |
36,160
-976
| -3% | -$22.9K | 0.26% | 69 |
|
|
2024
Q4 | $977K | Buy |
37,136
+18,618
| +101% | +$490K | 0.3% | 63 |
|
|
2024
Q3 | $940K | Hold |
18,518
| – | – | 0.3% | 62 |
|
|
2024
Q2 | $870K | Hold |
18,518
| – | – | 0.3% | 62 |
|
|
2024
Q1 | $851K | Sell |
18,518
-2,052
| -10% | -$94.3K | 0.32% | 65 |
|
|
2023
Q4 | $2.83M | Sell |
20,570
-801
| -4% | -$110K | 0.44% | 49 |
|
|
2023
Q3 | $870K | Buy |
21,371
+500
| +2% | +$20.3K | 0.38% | 63 |
|
|
2023
Q2 | $914K | Sell |
20,871
-39
| -0.2% | -$1.71K | 0.4% | 58 |
|
|
2023
Q1 | $861K | Hold |
20,910
| – | – | 0.4% | 58 |
|
|
2022
Q4 | $842K | Buy |
+20,910
| New | +$842K | 0.41% | 60 |
|