Blue Chip Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $248K | Sell |
14,532
-276
| -2% | -$4.71K | 0.2% | 91 |
|
|
2020
Q2 | $242K | Buy |
+14,808
| New | +$242K | 0.23% | 86 |
|
|
2020
Q1 | – | Sell |
-26,308
| Closed | -$498K | – | 103 |
|
|
2019
Q4 | $498K | Sell |
26,308
-2,168
| -8% | -$41K | 0.46% | 56 |
|
|
2019
Q3 | $496K | Sell |
28,476
-9,728
| -25% | -$169K | 0.52% | 52 |
|
|
2019
Q2 | $683K | Sell |
38,204
-7,012
| -16% | -$125K | 0.72% | 41 |
|
|
2019
Q1 | $790K | Buy |
45,216
+1,800
| +4% | +$31.4K | 0.9% | 36 |
|
|
2018
Q4 | $659K | Buy |
43,416
+1,128
| +3% | +$17.1K | 0.86% | 37 |
|
|
2018
Q3 | $805K | Buy |
42,288
+9,656
| +30% | +$184K | 0.81% | 37 |
|
|
2018
Q2 | $600K | Buy |
32,632
+10,184
| +45% | +$187K | 0.65% | 46 |
|
|
2018
Q1 | $388K | Buy |
+22,448
| New | +$388K | 0.4% | 61 |
|