GPM Growth Investors’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
Q1 | – | Sell |
-48,236
| Closed | -$1.24M | – | 35 |
|
|
2021
Q4 | $1.24M | Sell |
48,236
-728
| -1% | -$18.6K | 0.61% | 34 |
|
|
2021
Q3 | $1.23M | Buy |
48,964
+556
| +1% | +$13.9K | 0.65% | 36 |
|
|
2021
Q2 | $1.26M | Sell |
48,408
-20,128
| -29% | -$524K | 0.66% | 35 |
|
|
2021
Q1 | $1.71M | Buy |
68,536
+4,228
| +7% | +$105K | 0.98% | 35 |
|
|
2020
Q4 | $1.43M | Buy |
64,308
+3,752
| +6% | +$83.5K | 0.88% | 32 |
|
|
2020
Q3 | $1.03M | Sell |
60,556
-1,676
| -3% | -$28.6K | 0.7% | 33 |
|
|
2020
Q2 | $1.02M | Sell |
62,232
-3,940
| -6% | -$64.4K | 0.76% | 31 |
|
|
2020
Q1 | $852K | Buy |
66,172
+2,692
| +4% | +$34.7K | 0.74% | 33 |
|
|
2019
Q4 | $1.2M | Buy |
+63,480
| New | +$1.2M | 0.87% | 31 |
|