BHK Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-96,476
| Closed | -$1.68M | – | 70 |
|
|
2019
Q3 | $1.68M | Buy |
96,476
+1,760
| +2% | +$30.7K | 0.97% | 23 |
|
|
2019
Q2 | $1.69M | Buy |
94,716
+36,188
| +62% | +$647K | 0.96% | 24 |
|
|
2019
Q1 | $1.02M | Buy |
58,528
+31,796
| +119% | +$556K | 0.62% | 29 |
|
|
2018
Q4 | $406K | Buy |
26,732
+6,860
| +35% | +$104K | 0.31% | 45 |
|
|
2018
Q3 | $378K | Buy |
19,872
+8,672
| +77% | +$165K | 0.25% | 47 |
|
|
2018
Q2 | $206K | Buy |
+11,200
| New | +$206K | 0.14% | 75 |
|