SWM
Selective 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 | $277K | Sell |
10,610
-50
| -0.5% | -$1.31K | 0.1% | 85 |
|
|
2025
Q1 | $230K | Sell |
10,660
-670
| -6% | -$14.5K | 0.1% | 89 |
|
|
2024
Q4 | $293K | Buy |
11,330
+5,311
| +88% | +$137K | 0.12% | 80 |
|
|
2024
Q3 | $306K | Sell |
6,019
-388
| -6% | -$19.7K | 0.13% | 84 |
|
|
2024
Q2 | $301K | Sell |
6,407
-475
| -7% | -$22.3K | 0.13% | 82 |
|
|
2024
Q1 | $325K | Sell |
6,882
-144
| -2% | -$6.81K | 0.14% | 75 |
|
|
2023
Q4 | $320K | Sell |
7,026
-3,678
| -34% | -$168K | 0.16% | 64 |
|
|
2023
Q3 | $430K | Sell |
10,704
-995
| -9% | -$40K | 0.24% | 49 |
|
|
2023
Q2 | $516K | Buy |
+11,699
| New | +$516K | 0.26% | 50 |
|
|
2022
Q4 | $472K | Sell |
10,948
-259
| -2% | -$11.2K | 0.25% | 53 |
|
|
2022
Q3 | $424K | Sell |
11,207
-705
| -6% | -$26.7K | 0.18% | 72 |
|
|
2022
Q2 | $464K | Buy |
11,912
+10,229
| +608% | +$398K | 0.17% | 81 |
|
|
2022
Q1 | $80K | Buy |
1,683
+998
| +146% | +$47.4K | 0.03% | 236 |
|
|
2021
Q4 | $70K | Buy |
685
+4
| +0.6% | +$409 | 0.03% | 233 |
|
|
2021
Q3 | $68K | Buy |
681
+4
| +0.6% | +$399 | 0.04% | 228 |
|
|
2021
Q2 | $71K | Sell |
677
-70
| -9% | -$7.34K | 0.06% | 149 |
|
|
2021
Q1 | $74K | Buy |
747
+2
| +0.3% | +$198 | 0.07% | 100 |
|
|
2020
Q4 | $66K | Sell |
745
-197
| -21% | -$17.5K | 0.04% | 98 |
|
|
2020
Q3 | $64K | Buy |
942
+4
| +0.4% | +$272 | 0.05% | 87 |
|
|
2020
Q2 | $61K | Buy |
938
+2
| +0.2% | +$130 | 0.05% | 94 |
|
|
2020
Q1 | $48K | Sell |
936
-619
| -40% | -$31.7K | 0.08% | 61 |
|
|
2019
Q4 | $118K | Sell |
1,555
-485
| -24% | -$36.8K | 0.14% | 43 |
|
|
2019
Q3 | $142K | Buy |
+2,040
| New | +$142K | 0.2% | 41 |
|
|
2018
Q3 | $100K | Buy |
+1,314
| New | +$100K | 1.2% | 23 |
|