DB Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.45M | Sell |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.62M | Sell |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $2.64M | Buy |
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|
2021
Q4 | $2.54M | Buy |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $2.35M | Buy |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.49M | Buy |
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