AdvicePeriod’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-52,712
| Closed | -$679K | – | 80 |
|
|
2020
Q1 | $679K | Buy |
52,712
+20,420
| +63% | +$263K | 0.07% | 72 |
|
|
2019
Q4 | $611K | Buy |
32,292
+5,788
| +22% | +$110K | 0.05% | 75 |
|
|
2019
Q3 | $462K | Buy |
26,504
+7,424
| +39% | +$129K | 0.04% | 78 |
|
|
2019
Q2 | $341K | Buy |
+19,080
| New | +$341K | 0.03% | 77 |
|