WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $3.14M | Buy |
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|
2024
Q2 | $36.8K | Sell |
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|
2024
Q1 | $55.9K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $111K | Sell |
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|
2023
Q2 | $121K | Sell |
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|
2023
Q1 | $135K | Sell |
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|
2022
Q4 | $492K | Sell |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $854K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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