WAG
Wiser Advisor Group’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 | $1.03M | Buy |
40,770
+34
| +0.1% | +$860 | 1.79% | 23 |
|
|
2025
Q1 | $954K | Sell |
40,736
-1,396
| -3% | -$32.7K | 1.41% | 25 |
|
|
2024
Q4 | $1.09M | Buy |
42,132
+21,167
| +101% | +$547K | 1.58% | 24 |
|
|
2024
Q3 | $1.08M | Buy |
20,965
+103
| +0.5% | +$5.31K | 1.61% | 23 |
|
|
2024
Q2 | $990K | Sell |
20,862
-304
| -1% | -$14.4K | 1.56% | 23 |
|
|
2024
Q1 | $1.04M | Sell |
21,166
-140
| -0.7% | -$6.9K | 1.63% | 23 |
|
|
2023
Q4 | $1.01M | Buy |
+21,306
| New | +$1.01M | 1.67% | 22 |
|