Beacon Pointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $935K | Sell |
50,152
-6,768
| -12% | -$126K | 0.17% | 109 |
|
|
2019
Q3 | $980K | Buy |
56,920
+7,428
| +15% | +$128K | 0.21% | 103 |
|
|
2019
Q2 | $877K | Sell |
49,492
-3,616
| -7% | -$64.1K | 0.19% | 108 |
|
|
2019
Q1 | $915K | Sell |
53,108
-6,440
| -11% | -$111K | 0.21% | 100 |
|
|
2018
Q4 | $899K | Buy |
+59,548
| New | +$899K | 0.32% | 78 |
|