Community Financial System’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $381K | Buy |
29,640
+8
| +0% | +$103 | 0.08% | 134 |
|
|
2014
Q2 | $406K | Buy |
29,632
+11,000
| +59% | +$151K | 0.09% | 127 |
|
|
2014
Q1 | $250K | Buy |
18,632
+4,060
| +28% | +$54.5K | 0.05% | 151 |
|
|
2013
Q4 | $191K | Buy |
14,572
+13,828
| +1,859% | +$181K | 0.04% | 171 |
|
|
2013
Q3 | $9K | Hold |
744
| – | – | ﹤0.01% | 315 |
|
|
2013
Q2 | $8K | Buy |
+744
| New | +$8K | ﹤0.01% | 310 |
|