Danda Trouve Investment Management’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 | $17K | Buy |
+920
| New | +$17K | 0.03% | 71 |
|
|
2021
Q3 | – | Sell |
-42,036
| Closed | -$1.1M | – | 188 |
|
|
2021
Q2 | $1.1M | Sell |
42,036
-92
| -0.2% | -$2.4K | 1.3% | 28 |
|
|
2021
Q1 | $1.05M | Buy |
42,128
+42,100
| +150,357% | +$1.05M | 1.29% | 29 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 165 |
|
|
2020
Q3 | $0 | Hold |
28
| – | – | ﹤0.01% | 169 |
|
|
2020
Q2 | $0 | Sell |
28
-908
| -97% | – | ﹤0.01% | 175 |
|
|
2020
Q1 | $12K | Buy |
936
+4
| +0.4% | +$51 | 0.02% | 89 |
|
|
2019
Q4 | $18K | Buy |
+932
| New | +$18K | 0.03% | 90 |
|