Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $505K | Sell |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $439K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $434K | Buy |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q4 | $514K | Buy |
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|
2021
Q3 | $499K | Sell |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $503K | Buy |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | $77K | Hold |
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|
2019
Q4 | $112K | Hold |
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|
2019
Q3 | $104K | Sell |
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|
2019
Q2 | $113K | Hold |
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|
2019
Q1 | $110K | Hold |
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|
2018
Q4 | $96K | Buy |
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|
2018
Q3 | $110K | Hold |
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|
2018
Q2 | $107K | Buy |
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|
2018
Q1 | $94K | Buy |
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|
2017
Q4 | $83K | Buy |
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|
2017
Q3 | $13K | Buy |
|