FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $27.7K | Buy |
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|
2024
Q2 | $25.4K | Hold |
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|
2024
Q1 | $26.3K | Buy |
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|
2023
Q4 | $25.2K | Buy |
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|
2023
Q3 | $22K | Buy |
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|
2023
Q2 | $21.3K | Hold |
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|
2023
Q1 | $21.3K | Hold |
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|
2022
Q4 | $21.3K | Sell |
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|
2022
Q3 | $31K | Buy |
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|
2022
Q2 | $31K | Sell |
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|
2022
Q1 | $76K | Buy |
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|
2021
Q4 | $82K | Buy |
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|
2021
Q3 | $80K | Buy |
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|
2021
Q2 | $83K | Sell |
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|
2021
Q1 | $321K | Sell |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $223 | Sell |
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|
2020
Q2 | $227K | Sell |
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|
2020
Q1 | $188K | Buy |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $239K | Sell |
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|
2019
Q1 | $246K | Sell |
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|
2018
Q4 | $232K | Buy |
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