BWA
BDO Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $150K | Hold |
3,424
| – | – | 0.02% | 290 |
|
|
2023
Q1 | $144K | Hold |
3,424
| – | – | 0.02% | 278 |
|
|
2022
Q4 | $139K | Sell |
3,424
-154
| -4% | -$6.24K | 0.02% | 295 |
|
|
2022
Q3 | $135K | Buy |
3,578
+154
| +4% | +$5.81K | 0.02% | 293 |
|
|
2022
Q2 | $134K | Sell |
3,424
-793
| -19% | -$31K | 0.02% | 298 |
|
|
2022
Q1 | $200K | Buy |
4,217
+2,079
| +97% | +$98.6K | 0.02% | 268 |
|
|
2021
Q4 | $219K | Buy |
2,138
+35
| +2% | +$3.59K | 0.02% | 271 |
|
|
2021
Q3 | $210K | Buy |
2,103
+146
| +7% | +$14.6K | 0.02% | 273 |
|
|
2021
Q2 | $204K | Hold |
1,957
| – | – | 0.02% | 285 |
|
|
2021
Q1 | $195K | Hold |
1,957
| – | – | 0.02% | 295 |
|
|
2020
Q4 | $174K | Hold |
1,957
| – | – | 0.02% | 245 |
|
|
2020
Q3 | $134K | Hold |
1,957
| – | – | 0.02% | 247 |
|
|
2020
Q2 | $128K | Hold |
1,957
| – | – | 0.02% | 257 |
|
|
2020
Q1 | $101K | Hold |
1,957
| – | – | 0.02% | 270 |
|
|
2019
Q4 | $148K | Hold |
1,957
| – | – | 0.04% | 217 |
|
|
2019
Q3 | $136K | Hold |
1,957
| – | – | 0.03% | 228 |
|
|
2019
Q2 | $140K | Hold |
1,957
| – | – | 0.04% | 220 |
|
|
2019
Q1 | $137K | Sell |
1,957
-512
| -21% | -$35.8K | 0.04% | 201 |
|
|
2018
Q4 | $150K | Sell |
2,469
-325
| -12% | -$19.7K | 0.05% | 174 |
|
|
2018
Q3 | $213K | Hold |
2,794
| – | – | 0.07% | 151 |
|
|
2018
Q2 | $206K | Buy |
2,794
+894
| +47% | +$65.9K | 0.07% | 157 |
|
|
2018
Q1 | $131K | Hold |
1,900
| – | – | 0.05% | 158 |
|
|
2017
Q4 | $133K | Hold |
1,900
| – | – | 0.06% | 134 |
|
|
2017
Q3 | $128K | Hold |
1,900
| – | – | 0.06% | 127 |
|
|
2017
Q2 | $121K | Buy |
+1,900
| New | +$121K | 0.05% | 154 |
|