SFWA
Summit Financial 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
Q1 | $1.4M | Buy |
59,781
+4,194
| +8% | +$98.3K | 0.28% | 47 |
|
|
2024
Q4 | $1.47M | Buy |
55,587
+40,861
| +277% | +$1.08M | 0.29% | 49 |
|
|
2024
Q3 | $758K | Buy |
14,726
+8,265
| +128% | +$426K | 0.14% | 71 |
|
|
2024
Q2 | $307K | Buy |
6,461
+1,729
| +37% | +$82K | 0.06% | 104 |
|
|
2024
Q1 | $233K | Buy |
+4,732
| New | +$233K | 0.05% | 121 |
|