SOA 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 | $16.2K | Hold |
640
| – | – | ﹤0.01% | 540 |
|
|
2025
Q1 | $15K | Hold |
640
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $16.6K | Hold |
640
| – | – | ﹤0.01% | 482 |
|
|
2024
Q3 | $16.5K | Sell |
640
-30
| -4% | -$773 | ﹤0.01% | 482 |
|
|
2024
Q2 | $15.9K | Sell |
670
-500
| -43% | -$11.9K | ﹤0.01% | 475 |
|
|
2024
Q1 | $28.8K | Buy |
1,170
+374
| +47% | +$9.21K | 0.01% | 386 |
|
|
2023
Q4 | $18.8K | Hold |
796
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $16.5K | Hold |
796
| – | – | ﹤0.01% | 454 |
|
|
2023
Q2 | $17.4K | Hold |
796
| – | – | ﹤0.01% | 455 |
|
|
2023
Q1 | $16.7K | Hold |
796
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $16.1K | Hold |
796
| – | – | ﹤0.01% | 442 |
|
|
2022
Q3 | $15K | Hold |
796
| – | – | ﹤0.01% | 443 |
|
|
2022
Q2 | $15K | Hold |
796
| – | – | ﹤0.01% | 435 |
|
|
2022
Q1 | $18K | Buy |
796
+156
| +24% | +$3.53K | ﹤0.01% | 489 |
|
|
2021
Q4 | $16K | Hold |
640
| – | – | ﹤0.01% | 489 |
|
|
2021
Q3 | $16K | Hold |
640
| – | – | ﹤0.01% | 492 |
|
|
2021
Q2 | $16K | Hold |
640
| – | – | ﹤0.01% | 493 |
|
|
2021
Q1 | $15K | Hold |
640
| – | – | ﹤0.01% | 449 |
|
|
2020
Q4 | $16K | Buy |
+640
| New | +$16K | ﹤0.01% | 442 |
|