Cedar Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.34M | Sell |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $531K | Sell |
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|
2023
Q1 | $912K | Buy |
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|
2022
Q4 | $785K | Sell |
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|
2022
Q3 | $792K | Buy |
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|
2022
Q2 | $723K | Sell |
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|
2022
Q1 | $986K | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $1.65M | Sell |
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|
2020
Q4 | $1.56M | Buy |
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|
2020
Q3 | $1.19M | Sell |
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|
2020
Q2 | $1.2M | Sell |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $1.18M | Buy |
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|
2019
Q3 | $585K | Buy |
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|
2019
Q2 | $379K | Buy |
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|
2019
Q1 | $264K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $2K | Buy |
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