Spectrum Wealth Counsel’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
Other funds holding SCHA
AA
Spectrum Wealth Counsel's SCHA Position: Q1 2025 in Review
Spectrum Wealth Counsel reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 63% in Q1 2025, selling an estimated $6.01K and leaving 140 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #261.
Spectrum Wealth Counsel first reported a position in SCHA in Q4 2023 and has held it in 6 quarters since. The position peaked at $337K in Q4 2023. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.
- Spectrum Wealth Counsel held 140 shares of Schwab U.S Small- Cap ETF worth $3.28K as of Q1 2025.
- Spectrum Wealth Counsel sold 236 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $6.01K.
- Schwab U.S Small- Cap ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #261 holding.
- Spectrum Wealth Counsel first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 6 quarters since.
- Spectrum Wealth Counsel's Schwab U.S Small- Cap ETF position peaked at $337K in Q4 2023.
- 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.
Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.