Blue Barn Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-10,734
| Closed | -$203K | – | 133 |
|
|
2022
Q3 | $203K | Buy |
10,734
+32
| +0.3% | +$605 | 0.14% | 112 |
|
|
2022
Q2 | $209K | Buy |
10,702
+264
| +3% | +$5.16K | 0.16% | 105 |
|
|
2022
Q1 | $247K | Sell |
10,438
-98
| -0.9% | -$2.32K | 0.17% | 100 |
|
|
2021
Q4 | $270K | Sell |
10,536
-332
| -3% | -$8.51K | 0.18% | 87 |
|
|
2021
Q3 | $272K | Buy |
10,868
+756
| +7% | +$18.9K | 0.24% | 80 |
|
|
2021
Q2 | $263K | Buy |
+10,112
| New | +$263K | 0.27% | 62 |
|