WOSD
WFA of San Diego’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $20.6K | Buy |
400
+2
| +0.5% | +$103 | 0.02% | 240 |
|
|
2024
Q2 | $18.9K | Buy |
+398
| New | +$18.9K | 0.02% | 249 |
|
|
2023
Q3 | $16.4K | Buy |
395
+2
| +0.5% | +$83 | 0.02% | 249 |
|
|
2023
Q2 | $17.2K | Buy |
+393
| New | +$17.2K | 0.02% | 244 |
|
|
2023
Q1 | – | Sell |
-391
| Closed | -$15.8K | – | 352 |
|
|
2022
Q4 | $15.8K | Buy |
+391
| New | +$15.8K | 0.01% | 311 |
|
|
2022
Q3 | – | Sell |
-387
| Closed | -$15K | – | 332 |
|
|
2022
Q2 | $15K | Buy |
+387
| New | +$15K | 0.01% | 244 |
|