AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $57.6M | Buy |
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|
2023
Q1 | $54M | Sell |
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|
2022
Q4 | $53.1M | Sell |
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|
2022
Q3 | $50.2M | Sell |
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|
2022
Q2 | $53.2M | Buy |
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|
2022
Q1 | $61.3M | Sell |
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|
2021
Q4 | $74.4M | Buy |
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|
2021
Q3 | $67.4M | Buy |
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|
2021
Q2 | $63.5M | Buy |
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|
2021
Q1 | $56.2M | Buy |
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|
2020
Q4 | $48.6M | Buy |
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|
2020
Q3 | $35M | Buy |
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|
2020
Q2 | $30.1M | Buy |
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|
2020
Q1 | $3.8M | Sell |
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|
2019
Q4 | $30.7M | Buy |
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|
2019
Q3 | $27.8M | Buy |
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|
2019
Q2 | $26.9M | Buy |
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|
2019
Q1 | $23.9M | Buy |
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|
2018
Q4 | $19.6M | Sell |
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|
2018
Q3 | $27M | Buy |
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|
2018
Q2 | $24.6M | Buy |
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|
2018
Q1 | $20M | Buy |
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|
2017
Q4 | $20.1M | Buy |
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|
2017
Q3 | $17.6M | Buy |
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|
2017
Q2 | $15.8M | Buy |
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|
2017
Q1 | $13.7M | Buy |
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|
2016
Q4 | $11.1M | Buy |
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