Confluence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $6.25M | Buy |
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|
2020
Q2 | $5.13M | Buy |
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|
2020
Q1 | $4.01M | Sell |
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|
2019
Q4 | $7.13M | Buy |
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|
2019
Q3 | $6.25M | Buy |
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|
2019
Q2 | $5.8M | Buy |
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|
2019
Q1 | $5.34M | Buy |
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|
2018
Q4 | $3.67M | Buy |
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|
2018
Q3 | $4.38M | Buy |
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|
2018
Q2 | $3.84M | Buy |
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|
2018
Q1 | $3.34M | Buy |
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|
2017
Q4 | $3.01M | Buy |
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|
2017
Q3 | $2.5M | Sell |
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|
2017
Q2 | $2.67M | Buy |
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|
2017
Q1 | $2.02M | Buy |
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|
2016
Q4 | $1.11M | Buy |
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|
2016
Q3 | $900K | Buy |
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|
2016
Q2 | $736K | Buy |
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|
2016
Q1 | $660K | Buy |
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