TWA
Trellis 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 | $441K | Hold |
17,416
| – | – | 0.19% | 27 |
|
|
2025
Q1 | $408K | Hold |
17,416
| – | – | 0.2% | 26 |
|
|
2024
Q4 | $450K | Buy |
17,416
+8,708
| +100% | +$225K | 0.23% | 23 |
|
|
2024
Q3 | $448K | Hold |
8,708
| – | – | 0.22% | 23 |
|
|
2024
Q2 | $413K | Hold |
8,708
| – | – | 0.23% | 22 |
|
|
2024
Q1 | $429K | Hold |
8,708
| – | – | 0.24% | 20 |
|
|
2023
Q4 | $411K | Hold |
8,708
| – | – | 0.22% | 27 |
|
|
2023
Q3 | $361K | Hold |
8,708
| – | – | 0.23% | 26 |
|
|
2023
Q2 | $381K | Hold |
8,708
| – | – | 0.25% | 23 |
|
|
2023
Q1 | $365K | Hold |
8,708
| – | – | 0.27% | 22 |
|
|
2022
Q4 | $353K | Buy |
+8,708
| New | +$353K | 0.3% | 19 |
|