WP
Westmount Partners’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 | $1.13M | Buy |
44,570
+97
| +0.2% | +$2.45K | 0.31% | 68 |
|
|
2025
Q1 | $1.04M | Buy |
44,473
+15,970
| +56% | +$374K | 0.32% | 68 |
|
|
2024
Q4 | $737K | Buy |
28,503
+19,407
| +213% | +$502K | 0.22% | 87 |
|
|
2024
Q3 | $468K | Buy |
9,096
+464
| +5% | +$23.9K | 0.14% | 123 |
|
|
2024
Q2 | $406K | Sell |
8,632
-1,998
| -19% | -$94K | 0.13% | 128 |
|
|
2024
Q1 | $523K | Sell |
10,630
-1,678
| -14% | -$82.6K | 0.19% | 108 |
|
|
2023
Q4 | $581K | Hold |
12,308
| – | – | 0.24% | 93 |
|
|
2023
Q3 | $510K | Sell |
12,308
-1
| -0% | -$41 | 0.22% | 102 |
|
|
2023
Q2 | $539K | Buy |
12,309
+1
| +0% | +$44 | 0.23% | 95 |
|
|
2023
Q1 | $516K | Hold |
12,308
| – | – | 0.24% | 98 |
|
|
2022
Q4 | $499K | Buy |
+12,308
| New | +$499K | 0.26% | 93 |
|