Berman Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $42K | Sell |
1,712
-324
| -16% | -$7.95K | 0.01% | 747 |
|
|
2021
Q2 | $53K | Buy |
2,036
+4
| +0.2% | +$104 | 0.01% | 551 |
|
|
2021
Q1 | $50K | Buy |
2,032
+60
| +3% | +$1.48K | 0.01% | 481 |
|
|
2020
Q4 | $43K | Sell |
1,972
-628
| -24% | -$13.7K | 0.01% | 446 |
|
|
2020
Q3 | $44K | Buy |
2,600
+8
| +0.3% | +$135 | 0.01% | 379 |
|
|
2020
Q2 | $42K | Buy |
2,592
+8
| +0.3% | +$130 | 0.01% | 364 |
|
|
2020
Q1 | $33K | Buy |
2,584
+4
| +0.2% | +$51 | 0.01% | 370 |
|
|
2019
Q4 | $48K | Buy |
2,580
+20
| +0.8% | +$372 | 0.01% | 331 |
|
|
2019
Q3 | $44K | Sell |
2,560
-1,060
| -29% | -$18.2K | 0.01% | 332 |
|
|
2019
Q2 | $64K | Hold |
3,620
| – | – | 0.02% | 268 |
|
|
2019
Q1 | $63K | Buy |
3,620
+12
| +0.3% | +$209 | 0.02% | 249 |
|
|
2018
Q4 | $54K | Buy |
+3,608
| New | +$54K | 0.02% | 245 |
|