Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,924
| Closed | -$70K | – | 359 |
|
|
2022
Q1 | $70K | Sell |
2,924
-308
| -10% | -$7.37K | 0.05% | 156 |
|
|
2021
Q4 | $83K | Hold |
3,232
| – | – | 0.06% | 141 |
|
|
2021
Q3 | $81K | Hold |
3,232
| – | – | 0.06% | 136 |
|
|
2021
Q2 | $84K | Buy |
3,232
+120
| +4% | +$3.12K | 0.06% | 131 |
|
|
2021
Q1 | $78K | Hold |
3,112
| – | – | 0.06% | 132 |
|
|
2020
Q4 | $69K | Buy |
+3,112
| New | +$69K | 0.06% | 138 |
|