Gupta Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $116K | Buy |
8,948
+5,312
| +146% | +$68.9K | 0.03% | 307 |
|
|
2015
Q4 | $47K | Sell |
3,636
-66,008
| -95% | -$853K | 0.01% | 445 |
|
|
2015
Q3 | $884K | Buy |
69,644
+22,924
| +49% | +$291K | 0.22% | 94 |
|
|
2015
Q2 | $671K | Buy |
46,720
+19,368
| +71% | +$278K | 0.16% | 118 |
|
|
2015
Q1 | $394K | Buy |
+27,352
| New | +$394K | 0.12% | 151 |
|