Accel Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-664
| Closed | -$13.9K | – | 728 |
|
|
2023
Q1 | $13.9K | Hold |
664
| – | – | 0.01% | 802 |
|
|
2022
Q4 | $13.4K | Hold |
664
| – | – | 0.01% | 642 |
|
|
2022
Q3 | $13K | Hold |
664
| – | – | 0.01% | 682 |
|
|
2022
Q2 | $13K | Hold |
664
| – | – | 0.01% | 652 |
|
|
2022
Q1 | $16K | Hold |
664
| – | – | 0.01% | 609 |
|
|
2021
Q4 | $17K | Hold |
664
| – | – | 0.01% | 601 |
|
|
2021
Q3 | $17K | Hold |
664
| – | – | 0.01% | 539 |
|
|
2021
Q2 | $17K | Hold |
664
| – | – | 0.01% | 585 |
|
|
2021
Q1 | $17K | Hold |
664
| – | – | 0.01% | 551 |
|
|
2020
Q4 | $15K | Buy |
+664
| New | +$15K | 0.01% | 555 |
|