Baldrige Asset Management’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
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.34M | Buy |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.79M | Sell |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $1.83M | Sell |
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|
2021
Q1 | $1.77M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $1.06M | Sell |
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|
2019
Q4 | $1.79M | Sell |
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|
2019
Q3 | $1.73M | Sell |
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|
2019
Q2 | $1.93M | Sell |
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|
2019
Q1 | $1.96M | Buy |
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