Clarus Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,680
| Closed | -$66K | – | 473 |
|
|
2019
Q2 | $66K | Buy |
3,680
+400
| +12% | +$7.17K | 0.05% | 242 |
|
|
2019
Q1 | $57K | Buy |
3,280
+12
| +0.4% | +$209 | 0.04% | 268 |
|
|
2018
Q4 | $50K | Buy |
3,268
+16
| +0.5% | +$245 | 0.08% | 257 |
|
|
2018
Q3 | $62K | Buy |
3,252
+416
| +15% | +$7.93K | 0.04% | 265 |
|
|
2018
Q2 | $49K | Buy |
+2,836
| New | +$49K | 0.04% | 290 |
|