Grove Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,080
| Closed | -$49.3K | – | 748 |
|
|
2024
Q2 | $49.3K | Hold |
2,080
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $51.2K | Hold |
2,080
| – | – | 0.01% | 374 |
|
|
2023
Q4 | $49.1K | Hold |
2,080
| – | – | 0.01% | 359 |
|
|
2023
Q3 | $43.1K | Hold |
2,080
| – | – | 0.01% | 382 |
|
|
2023
Q2 | $45.6K | Hold |
2,080
| – | – | 0.01% | 379 |
|
|
2023
Q1 | $43.6K | Hold |
2,080
| – | – | 0.01% | 387 |
|
|
2022
Q4 | $42K | Buy |
+2,080
| New | +$42K | 0.01% | 389 |
|