Western Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $339K | Sell |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $484K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $591K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $398K | Sell |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $571K | Buy |
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|
2022
Q2 | $331K | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $480K | Buy |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q4 | $228K | Buy |
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