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WT Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

WT Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,535
Closed -$484K – 108
2023
Q1 		$484K Hold
11,535
– – 0.21% 90
2022
Q4 		$467K Buy
+11,535
New +$467K 0.23% 76