Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,884
| Closed | -$210K | – | 389 |
|
|
2022
Q1 | $210K | Hold |
8,884
| – | – | 0.01% | 352 |
|
|
2021
Q4 | $227K | Buy |
8,884
+204
| +2% | +$5.21K | 0.01% | 349 |
|
|
2021
Q3 | $217K | Hold |
8,680
| – | – | 0.02% | 347 |
|
|
2021
Q2 | $226K | Hold |
8,680
| – | – | 0.02% | 348 |
|
|
2021
Q1 | $216K | Buy |
+8,680
| New | +$216K | 0.02% | 346 |
|
|
2018
Q4 | – | Sell |
-15,452
| Closed | -$294K | – | 292 |
|
|
2018
Q3 | $294K | Sell |
15,452
-684
| -4% | -$13K | 0.06% | 223 |
|
|
2018
Q2 | $297K | Buy |
+16,136
| New | +$297K | 0.08% | 186 |
|