Financial Architects (New Jersey)’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
Q2 | $670K | Buy |
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|
2023
Q1 | $538K | Sell |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $535K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $624K | Sell |
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|
2021
Q4 | $694K | Buy |
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|
2021
Q3 | $660K | Sell |
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|
2021
Q2 | $776K | Buy |
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|
2021
Q1 | $734K | Sell |
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|
2020
Q4 | $662K | Sell |
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|
2020
Q3 | $518K | Sell |
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|
2020
Q2 | $588K | Sell |
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|
2020
Q1 | $499K | Sell |
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|
2019
Q4 | $794K | Sell |
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|
2019
Q3 | $734K | Buy |
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|
2019
Q2 | $650K | Sell |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.07M | Sell |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.4M | Buy |
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|
2018
Q1 | $1.14M | Sell |
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|
2017
Q4 | $1.42M | Sell |
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|
2017
Q3 | $1.37M | Sell |
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|
2017
Q2 | $1.33M | Buy |
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|
2017
Q1 | $1.25M | Buy |
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|
2016
Q4 | $439K | Sell |
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|
2016
Q3 | $423K | Sell |
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|
2016
Q2 | $399K | Buy |
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|
2016
Q1 | $332K | Sell |
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|
2015
Q4 | $409K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $157K | Sell |
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|
2015
Q1 | $164K | Buy |
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|
2014
Q4 | $41K | Buy |
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|
2014
Q3 | $15K | Buy |
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|
2014
Q2 | $10K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $5K | Buy |
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