D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-56,252
| Closed | -$1.07M | – | 31 |
|
|
2018
Q3 | $1.07M | Buy |
+56,252
| New | +$1.07M | 0.54% | 21 |
|
|
2018
Q2 | – | Sell |
-136
| Closed | -$2K | – | 142 |
|
|
2018
Q1 | $2K | Sell |
136
-42,580
| -100% | -$626K | ﹤0.01% | 160 |
|
|
2017
Q4 | $745K | Sell |
42,716
-1,708
| -4% | -$29.8K | 0.45% | 26 |
|
|
2017
Q3 | $748K | Buy |
44,424
+1,496
| +3% | +$25.2K | 0.45% | 24 |
|
|
2017
Q2 | $686K | Sell |
42,928
-24
| -0.1% | -$384 | 0.47% | 23 |
|
|
2017
Q1 | $676K | Buy |
42,952
+42,028
| +4,548% | +$661K | 0.44% | 23 |
|
|
2016
Q4 | $14K | Buy |
+924
| New | +$14K | 0.01% | 106 |
|