First Capital Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $23.5K | Hold |
1,072
| – | – | 0.01% | 397 |
|
|
2023
Q1 | $22.5K | Hold |
1,072
| – | – | 0.01% | 180 |
|
|
2022
Q4 | $21.7K | Buy |
+1,072
| New | +$21.7K | 0.01% | 191 |
|
|
2018
Q2 | – | Sell |
-3,392
| Closed | -$59K | – | 650 |
|
|
2018
Q1 | $59K | Buy |
+3,392
| New | +$59K | 0.03% | 252 |
|
|
2017
Q2 | – | Sell |
-17,864
| Closed | -$281K | – | 145 |
|
|
2017
Q1 | $281K | Buy |
+17,864
| New | +$281K | 0.21% | 115 |
|