HHRDM
H&H Retirement Design & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,683
| Closed | -$377K | – | 82 |
|
|
2022
Q4 | $377K | Buy |
8,683
+43
| +0.5% | +$1.87K | 0.32% | 52 |
|
|
2022
Q3 | $330K | Hold |
8,640
| – | – | 0.31% | 56 |
|
|
2022
Q2 | $372K | Hold |
8,640
| – | – | 0.27% | 58 |
|
|
2022
Q1 | $395K | Buy |
8,640
+4,320
| +100% | +$198K | 0.27% | 42 |
|
|
2021
Q4 | $395K | Hold |
4,320
| – | – | 0.25% | 49 |
|
|
2021
Q3 | $435K | Hold |
4,320
| – | – | 0.27% | 32 |
|
|
2021
Q2 | $437K | Hold |
4,320
| – | – | 0.27% | 33 |
|
|
2021
Q1 | $436K | Buy |
+4,320
| New | +$436K | 0.26% | 30 |
|
|
2020
Q3 | $417K | Sell |
6,101
-39,440
| -87% | -$2.7M | 0.33% | 31 |
|
|
2020
Q2 | $2.98M | Buy |
45,541
+5,897
| +15% | +$385K | 2.63% | 16 |
|
|
2020
Q1 | $2.04M | Buy |
+39,644
| New | +$2.04M | 1.94% | 18 |
|