RSWM
Robertson Stephens Wealth Management’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 | $842K | Hold |
33,289
| – | – | 0.03% | 285 |
|
|
2025
Q1 | $780K | Sell |
33,289
-951
| -3% | -$22.3K | 0.03% | 290 |
|
|
2024
Q4 | $885K | Buy |
34,240
+17,206
| +101% | +$445K | 0.03% | 268 |
|
|
2024
Q3 | $877K | Sell |
17,034
-693
| -4% | -$35.7K | 0.03% | 300 |
|
|
2024
Q2 | $844K | Sell |
17,727
-42,707
| -71% | -$2.03M | 0.04% | 249 |
|
|
2024
Q1 | $2.98M | Buy |
60,434
+341
| +0.6% | +$16.8K | 0.16% | 109 |
|
|
2023
Q4 | $2.84M | Buy |
+60,093
| New | +$2.84M | 0.17% | 110 |
|
|
2023
Q2 | – | Sell |
-7,204
| Closed | -$302K | – | 450 |
|
|
2023
Q1 | $302K | Sell |
7,204
-237
| -3% | -$9.94K | 0.02% | 367 |
|
|
2022
Q4 | $301K | Sell |
7,441
-33,570
| -82% | -$1.36M | 0.03% | 326 |
|
|
2022
Q3 | $1.55M | Buy |
41,011
+25,133
| +158% | +$950K | 0.16% | 110 |
|
|
2022
Q2 | $619K | Sell |
15,878
-960
| -6% | -$37.4K | 0.06% | 216 |
|
|
2022
Q1 | $797K | Buy |
+16,838
| New | +$797K | 0.07% | 209 |
|