SAI
Savvy Advisors Inc’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 | $1.79M | Buy |
70,851
+4,242
| +6% | +$107K | 0.12% | 132 |
|
|
2025
Q1 | $1.56M | Buy |
66,609
+2,807
| +4% | +$65.8K | 0.16% | 107 |
|
|
2024
Q4 | $1.65M | Buy |
63,802
+32,914
| +107% | +$851K | 0.2% | 87 |
|
|
2024
Q3 | $1.59M | Buy |
30,888
+3,780
| +14% | +$195K | 0.32% | 65 |
|
|
2024
Q2 | $1.29M | Buy |
27,108
+318
| +1% | +$15.1K | 0.42% | 54 |
|
|
2024
Q1 | $1.32M | Buy |
26,790
+4,465
| +20% | +$220K | 0.76% | 28 |
|
|
2023
Q4 | $1.05M | Buy |
+22,325
| New | +$1.05M | 1.02% | 17 |
|