RWA Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Sell |
132,267
-3,451
| -3% | -$87.3K | 0.04% | 195 |
|
|
2025
Q1 | $3.18M | Sell |
135,718
-2,329
| -2% | -$54.6K | 0.04% | 193 |
|
|
2024
Q4 | $3.57M | Buy |
138,047
+187
| +0.1% | +$4.84K | 0.04% | 190 |
|
|
2024
Q3 | $3.55M | Sell |
137,860
-2,064
| -1% | -$53.1K | 0.04% | 192 |
|
|
2024
Q2 | $3.32M | Sell |
139,924
-9,402
| -6% | -$223K | 0.04% | 185 |
|
|
2024
Q1 | $3.68M | Buy |
149,326
+24
| +0% | +$591 | 0.05% | 175 |
|
|
2023
Q4 | $3.53M | Buy |
149,302
+558
| +0.4% | +$13.2K | 0.05% | 162 |
|
|
2023
Q3 | $3.08M | Sell |
148,744
-796
| -0.5% | -$16.5K | 0.07% | 108 |
|
|
2023
Q2 | $3.27M | Buy |
+149,540
| New | +$3.27M | 0.07% | 101 |
|
|
2020
Q1 | – | Sell |
-12,692
| Closed | -$240K | – | 237 |
|
|
2019
Q4 | $240K | Buy |
12,692
+280
| +2% | +$5.3K | 0.02% | 219 |
|
|
2019
Q3 | $216K | Buy |
+12,412
| New | +$216K | 0.02% | 218 |
|