Domani Wealth’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
Q1 | $1.91M | Hold |
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|
2022
Q4 | $1.85M | Hold |
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|
2022
Q3 | $1.73M | Sell |
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|
2022
Q2 | $1.89M | Hold |
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|
2022
Q1 | $2.29M | Sell |
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|
2021
Q4 | $2.51M | Sell |
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|
2021
Q3 | $2.71M | Hold |
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|
2021
Q2 | $2.82M | Sell |
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|
2021
Q1 | $2.84M | Sell |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $2.01M | Sell |
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|
2020
Q2 | $1.93M | Buy |
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|
2020
Q1 | $623K | Sell |
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|
2019
Q4 | $9.79M | Buy |
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|
2019
Q3 | $8.29M | Buy |
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|
2019
Q2 | $8.45M | Buy |
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|
2019
Q1 | $8.26M | Buy |
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|
2018
Q4 | $7.02M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $381K | Buy |
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|
2016
Q1 | $358K | Buy |
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