BMD
Better Money Decisions’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
Q3 | – | Sell |
-6,127
| Closed | -$268K | – | 60 |
|
|
2023
Q2 | $268K | Hold |
6,127
| – | – | 0.22% | 55 |
|
|
2023
Q1 | $257K | Sell |
6,127
-1,379
| -18% | -$57.8K | 0.22% | 54 |
|
|
2022
Q4 | $304K | Hold |
7,506
| – | – | 0.26% | 48 |
|
|
2022
Q3 | $284K | Buy |
7,506
+81
| +1% | +$3.07K | 0.28% | 46 |
|
|
2022
Q2 | $290K | Sell |
7,425
-1,681
| -18% | -$65.7K | 0.25% | 48 |
|
|
2022
Q1 | $431K | Buy |
9,106
+4,553
| +100% | +$216K | 0.4% | 39 |
|
|
2021
Q4 | $466K | Sell |
4,553
-15
| -0.3% | -$1.54K | 0.39% | 39 |
|
|
2021
Q3 | $457K | Buy |
4,568
+53
| +1% | +$5.3K | 0.38% | 41 |
|
|
2021
Q2 | $470K | Buy |
4,515
+4,500
| +30,000% | +$468K | 0.42% | 38 |
|
|
2021
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 566 |
|