BI
Blooom Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $784K | Buy |
19,717
+901
| +5% | +$35.8K | 1.49% | 16 |
|
|
2022
Q2 | $844K | Sell |
18,816
-1,652
| -8% | -$74.1K | 1.45% | 13 |
|
|
2022
Q1 | $1.09M | Buy |
20,468
+9,987
| +95% | +$533K | 0.88% | 15 |
|
|
2021
Q4 | $1.1M | Sell |
10,481
-525
| -5% | -$54.9K | 0.82% | 14 |
|
|
2021
Q3 | $1.14M | Buy |
11,006
+62
| +0.6% | +$6.4K | 0.94% | 13 |
|
|
2021
Q2 | $1.14M | Buy |
10,944
+4,461
| +69% | +$466K | 0.85% | 13 |
|
|
2021
Q1 | $920K | Sell |
6,483
-3,270
| -34% | -$464K | 0.72% | 16 |
|
|
2020
Q4 | $872K | Buy |
+9,753
| New | +$872K | 0.7% | 14 |
|