VWA
Valued 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 | $14.1K | Hold |
558
| – | – | 0.01% | 182 |
|
|
2025
Q1 | $13.1K | Buy |
558
+371
| +198% | +$8.69K | 0.01% | 196 |
|
|
2024
Q4 | $4.83K | Buy |
187
+93
| +99% | +$2.4K | ﹤0.01% | 303 |
|
|
2024
Q3 | $4.82K | Buy |
94
+74
| +370% | +$3.79K | ﹤0.01% | 287 |
|
|
2024
Q2 | $970 | Hold |
20
| – | – | ﹤0.01% | 443 |
|
|
2024
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 438 |
|
|
2023
Q4 | $838 | Buy |
+20
| New | +$838 | ﹤0.01% | 392 |
|