Column Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $250K | Hold |
|
|||||
|
2023
Q2 | $265K | Hold |
|
|||||
|
2023
Q1 | $254K | Buy |
|
|||||
|
2022
Q4 | $72.7K | Hold |
|
|||||
|
2022
Q3 | $68K | Hold |
|
|||||
|
2022
Q2 | $70K | Hold |
|
|||||
|
2022
Q1 | $85K | Hold |
|
|||||
|
2021
Q4 | $92K | Hold |
|
|||||
|
2021
Q3 | $90K | Hold |
|
|||||
|
2021
Q2 | $93K | Hold |
|
|||||
|
2021
Q1 | $89K | Hold |
|
|||||
|
2020
Q4 | $80K | Hold |
|
|||||
|
2020
Q3 | $61K | Sell |
|
|||||
|
2020
Q2 | $75K | Hold |
|
|||||
|
2020
Q1 | $60K | Hold |
|
|||||
|
2019
Q4 | $87K | Buy |
|