Burleson & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $56.8K | Buy |
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|
2022
Q3 | $53K | Buy |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $66K | Sell |
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|
2021
Q4 | $72K | Buy |
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|
2021
Q3 | $70K | Buy |
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|
2021
Q2 | $72K | Sell |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $724K | Sell |
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|
2020
Q1 | $658K | Sell |
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|
2019
Q4 | $3.33M | Sell |
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|
2019
Q3 | $3.35M | Buy |
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|
2019
Q2 | $3.28M | Sell |
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|
2019
Q1 | $3.38M | Sell |
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|
2018
Q4 | $3.41M | Buy |
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|
2018
Q3 | $2.5M | Buy |
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|
2018
Q2 | $2.54M | Buy |
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|
2018
Q1 | $2.26M | Sell |
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|
2017
Q4 | $2.37M | Buy |
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