Boyd 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-49,518
| Closed | -$1M | – | 44 |
|
|
2022
Q4 | $1M | Sell |
49,518
-3,812
| -7% | -$77.2K | 0.74% | 20 |
|
|
2022
Q3 | $1.01M | Buy |
53,330
+4,502
| +9% | +$85.1K | 0.81% | 18 |
|
|
2022
Q2 | $952K | Buy |
48,828
+8,994
| +23% | +$175K | 0.78% | 19 |
|
|
2022
Q1 | $943K | Buy |
39,834
+22,074
| +124% | +$523K | 0.71% | 17 |
|
|
2021
Q4 | $455K | Buy |
+17,760
| New | +$455K | 0.33% | 32 |
|