TW
Transform Wealth’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 | $2.02M | Sell |
86,167
-7,866
| -8% | -$184K | 0.12% | 116 |
|
|
2024
Q4 | $2.43M | Buy |
94,033
+46,500
| +98% | +$1.2M | 0.13% | 112 |
|
|
2024
Q3 | $2.45M | Sell |
47,533
-1,534
| -3% | -$79K | 0.16% | 94 |
|
|
2024
Q2 | $2.34M | Buy |
49,067
+8,316
| +20% | +$396K | 0.18% | 91 |
|
|
2024
Q1 | $2.01M | Buy |
40,751
+3,542
| +10% | +$174K | 0.19% | 99 |
|
|
2023
Q4 | $1.76M | Sell |
37,209
-24,663
| -40% | -$1.17M | 0.17% | 109 |
|
|
2023
Q3 | $2.56M | Sell |
61,872
-63,453
| -51% | -$2.63M | 0.27% | 91 |
|
|
2023
Q2 | $5.49M | Sell |
125,325
-571
| -0.5% | -$25K | 0.49% | 71 |
|
|
2023
Q1 | $5.28M | Buy |
125,896
+64,592
| +105% | +$2.71M | 0.5% | 69 |
|
|
2022
Q4 | $2.48M | Buy |
+61,304
| New | +$2.48M | 0.28% | 88 |
|