Good Life Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-16,264
| Closed | -$307K | – | 264 |
|
|
2019
Q4 | $307K | Buy |
16,264
+3,660
| +29% | +$69.1K | 0.09% | 185 |
|
|
2019
Q3 | $219K | Buy |
12,604
+28
| +0.2% | +$487 | 0.07% | 220 |
|
|
2019
Q2 | $225K | Hold |
12,576
| – | – | 0.06% | 212 |
|
|
2019
Q1 | $219K | Buy |
+12,576
| New | +$219K | 0.07% | 215 |
|
|
2018
Q4 | – | Sell |
-13,368
| Closed | -$255K | – | 258 |
|
|
2018
Q3 | $255K | Buy |
+13,368
| New | +$255K | 0.07% | 201 |
|