WMWM
Whitaker-Myers Wealth Managers’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 | $887K | Sell |
35,068
-4,147
| -11% | -$105K | 0.22% | 45 |
|
|
2025
Q1 | $919K | Sell |
39,215
-1,145
| -3% | -$26.8K | 0.26% | 45 |
|
|
2024
Q4 | $1.04M | Buy |
40,360
+18,549
| +85% | +$480K | 0.3% | 39 |
|
|
2024
Q3 | $1.12M | Sell |
21,811
-1,761
| -7% | -$90.7K | 0.37% | 40 |
|
|
2024
Q2 | $1.12M | Sell |
23,572
-3,291
| -12% | -$156K | 0.41% | 36 |
|
|
2024
Q1 | $1.32M | Sell |
26,863
-2,171
| -7% | -$107K | 0.56% | 31 |
|
|
2023
Q4 | $1.37M | Sell |
29,034
-8,339
| -22% | -$394K | 0.68% | 26 |
|
|
2023
Q3 | $1.55M | Sell |
37,373
-8,724
| -19% | -$361K | 0.96% | 18 |
|
|
2023
Q2 | $2.02M | Sell |
46,097
-6,897
| -13% | -$302K | 1.35% | 16 |
|
|
2023
Q1 | $2.22M | Sell |
52,994
-13,157
| -20% | -$552K | 1.72% | 15 |
|
|
2022
Q4 | $2.68M | Buy |
+66,151
| New | +$2.68M | 2.57% | 9 |
|