EHPM
Emery Howard Portfolio Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $13M | Sell |
127,193
-1,464
| -1% | -$150K | 1.68% | 14 |
|
|
2021
Q3 | $12.9M | Sell |
128,657
-4,117
| -3% | -$412K | 1.89% | 14 |
|
|
2021
Q2 | $13.8M | Sell |
132,774
-15,736
| -11% | -$1.64M | 2.04% | 14 |
|
|
2021
Q1 | $14.8M | Sell |
148,510
-6,875
| -4% | -$685K | 2.39% | 13 |
|
|
2020
Q4 | $13.8M | Sell |
155,385
-4,346
| -3% | -$387K | 2.38% | 13 |
|
|
2020
Q3 | $10.9M | Sell |
159,731
-1,690
| -1% | -$115K | 2.18% | 14 |
|
|
2020
Q2 | $10.5M | Sell |
161,421
-26,415
| -14% | -$1.73M | 2.26% | 14 |
|
|
2020
Q1 | $9.68M | Buy |
187,836
+9,046
| +5% | +$466K | 2.36% | 12 |
|
|
2019
Q4 | $13.5M | Buy |
178,790
+537
| +0.3% | +$40.6K | 2.52% | 12 |
|
|
2019
Q3 | $12.4M | Sell |
178,253
-355
| -0.2% | -$24.8K | 2.52% | 12 |
|
|
2019
Q2 | $12.8M | Buy |
178,608
+932
| +0.5% | +$66.6K | 2.58% | 12 |
|
|
2019
Q1 | $12.4M | Buy |
177,676
+1,404
| +0.8% | +$98.2K | 2.59% | 12 |
|
|
2018
Q4 | $10.7M | Buy |
176,272
+45,061
| +34% | +$2.73M | 2.52% | 12 |
|
|
2018
Q3 | $9.99M | Buy |
131,211
+7,266
| +6% | +$553K | 2.05% | 13 |
|
|
2018
Q2 | $9.12M | Sell |
123,945
-651
| -0.5% | -$47.9K | 1.95% | 13 |
|
|
2018
Q1 | $8.61M | Buy |
124,596
+3,196
| +3% | +$221K | 1.86% | 13 |
|
|
2017
Q4 | $8.47M | Buy |
121,400
+190
| +0.2% | +$13.3K | 1.81% | 13 |
|
|
2017
Q3 | $8.17M | Buy |
121,210
+1,955
| +2% | +$132K | 1.81% | 13 |
|
|
2017
Q2 | $7.62M | Buy |
119,255
+5,846
| +5% | +$374K | 1.66% | 14 |
|
|
2017
Q1 | $7.14M | Buy |
113,409
+5,027
| +5% | +$317K | 1.62% | 15 |
|
|
2016
Q4 | $6.66M | Buy |
108,382
+3,340
| +3% | +$205K | 1.57% | 16 |
|
|
2016
Q3 | $6.05M | Buy |
105,042
+2,112
| +2% | +$122K | 1.44% | 15 |
|
|
2016
Q2 | $5.56M | Buy |
102,930
+4,410
| +4% | +$238K | 1.39% | 15 |
|
|
2016
Q1 | $5.13M | Buy |
98,520
+16,956
| +21% | +$882K | 1.3% | 16 |
|
|
2015
Q4 | $4.25M | Buy |
81,564
+8,885
| +12% | +$463K | 1.1% | 18 |
|
|
2015
Q3 | $3.69M | Buy |
72,679
+9,829
| +16% | +$499K | 1.01% | 18 |
|
|
2015
Q2 | $3.61M | Buy |
62,850
+3,257
| +5% | +$187K | 0.93% | 16 |
|
|
2015
Q1 | $3.43M | Buy |
59,593
+9,642
| +19% | +$555K | 0.88% | 18 |
|
|
2014
Q4 | $2.75M | Buy |
49,951
+22,278
| +81% | +$1.23M | 0.8% | 16 |
|
|
2014
Q3 | $1.42M | Buy |
27,673
+6,716
| +32% | +$345K | 0.45% | 17 |
|
|
2014
Q2 | $1.15M | Buy |
20,957
+6,643
| +46% | +$364K | 0.35% | 20 |
|
|
2014
Q1 | $767K | Buy |
14,314
+2,457
| +21% | +$132K | 0.25% | 21 |
|
|
2013
Q4 | $622K | Sell |
11,857
-300
| -2% | -$15.7K | 0.21% | 24 |
|
|
2013
Q3 | $586K | Buy |
12,157
+3,803
| +46% | +$183K | 0.22% | 24 |
|
|
2013
Q2 | $368K | Buy |
+8,354
| New | +$368K | 0.14% | 25 |
|