Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,276
| Closed | -$57K | – | 628 |
|
|
2021
Q1 | $57K | Buy |
+2,276
| New | +$57K | 0.01% | 329 |
|
|
2020
Q2 | $27K | Hold |
1,672
| – | – | 0.01% | 393 |
|
|
2020
Q1 | $22K | Sell |
1,672
-120
| -7% | -$1.58K | 0.01% | 398 |
|
|
2019
Q4 | $34K | Buy |
1,792
+448
| +33% | +$8.5K | 0.01% | 375 |
|
|
2019
Q3 | $23K | Buy |
1,344
+8
| +0.6% | +$137 | 0.01% | 462 |
|
|
2019
Q2 | $24K | Hold |
1,336
| – | – | 0.01% | 450 |
|
|
2019
Q1 | $23K | Buy |
1,336
+4
| +0.3% | +$69 | 0.01% | 423 |
|
|
2018
Q4 | $20K | Buy |
1,332
+8
| +0.6% | +$120 | 0.01% | 432 |
|
|
2018
Q3 | $25K | Buy |
1,324
+4
| +0.3% | +$76 | 0.01% | 407 |
|
|
2018
Q2 | $24K | Buy |
+1,320
| New | +$24K | 0.01% | 393 |
|