Atwood & Palmer’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,820
| Closed | -$29K | – | 326 |
|
|
2017
Q1 | $29K | Hold |
1,820
| – | – | ﹤0.01% | 199 |
|
|
2016
Q4 | $28K | Hold |
1,820
| – | – | 0.01% | 205 |
|
|
2016
Q3 | $26K | Hold |
1,820
| – | – | ﹤0.01% | 209 |
|
|
2016
Q2 | $25K | Hold |
1,820
| – | – | ﹤0.01% | 212 |
|
|
2016
Q1 | $24K | Hold |
1,820
| – | – | ﹤0.01% | 222 |
|
|
2015
Q4 | $24K | Hold |
1,820
| – | – | ﹤0.01% | 259 |
|
|
2015
Q3 | $23K | Buy |
+1,820
| New | +$23K | ﹤0.01% | 256 |
|