Westmount Partners’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
Q3 | $1.25M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $737K | Buy |
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|
2024
Q3 | $468K | Buy |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $523K | Sell |
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|
2023
Q4 | $581K | Hold |
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|
2023
Q3 | $510K | Sell |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $516K | Hold |
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|
2022
Q4 | $499K | Buy |
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