AWS
Aris Wealth Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $152K | Sell |
2,994
-1,401
| -32% | -$71.1K | 0.32% | 47 |
|
|
2015
Q2 | $253K | Hold |
4,395
| – | – | 0.23% | 94 |
|
|
2015
Q1 | $253K | Sell |
4,395
-2,532
| -37% | -$146K | 0.24% | 91 |
|
|
2014
Q4 | $382K | Sell |
6,927
-1,525
| -18% | -$84.1K | 0.43% | 81 |
|
|
2014
Q3 | $434K | Sell |
8,452
-263
| -3% | -$13.5K | 0.54% | 74 |
|
|
2014
Q2 | $478K | Sell |
8,715
-209
| -2% | -$11.5K | 0.62% | 64 |
|
|
2014
Q1 | $478K | Buy |
+8,924
| New | +$478K | 0.7% | 55 |
|