Copperleaf Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-63,498
| Closed | -$1.24M | – | 75 |
|
|
2022
Q2 | $1.24M | Buy |
63,498
+1,308
| +2% | +$25.5K | 1.25% | 29 |
|
|
2022
Q1 | $1.47M | Buy |
62,190
+4,198
| +7% | +$99.4K | 1.31% | 26 |
|
|
2021
Q4 | $1.49M | Buy |
57,992
+1,664
| +3% | +$42.6K | 1.28% | 26 |
|
|
2021
Q3 | $1.41M | Buy |
56,328
+20,556
| +57% | +$515K | 1.36% | 27 |
|
|
2021
Q2 | $932K | Buy |
35,772
+128
| +0.4% | +$3.34K | 0.91% | 39 |
|
|
2021
Q1 | $888K | Buy |
+35,644
| New | +$888K | 0.95% | 37 |
|