Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $42K | Sell |
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|
2021
Q2 | $53K | Buy |
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|
2021
Q1 | $50K | Buy |
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|
2020
Q4 | $43K | Sell |
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|
2020
Q3 | $44K | Buy |
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|
2020
Q2 | $42K | Buy |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | $48K | Buy |
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|
2019
Q3 | $44K | Sell |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $63K | Buy |
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|
2018
Q4 | $54K | Buy |
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