Edge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8
| Closed | – | – | 608 |
|
|
2019
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 588 |
|
|
2018
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 601 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 567 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 548 |
|
|
2018
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 524 |
|
|
2014
Q2 | – | Sell |
-340
| Closed | -$5K | – | 416 |
|
|
2014
Q1 | $5K | Sell |
340
-100
| -23% | -$1.47K | ﹤0.01% | 322 |
|
|
2013
Q4 | $6K | Hold |
440
| – | – | ﹤0.01% | 291 |
|
|
2013
Q3 | $5K | Buy |
+440
| New | +$5K | ﹤0.01% | 269 |
|