HA
Harborview Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.57M | Hold |
15,660
| – | – | 0.88% | 24 |
|
|
2021
Q2 | $1.63M | Sell |
15,660
-1,841
| -11% | -$192K | 0.91% | 23 |
|
|
2021
Q1 | $1.74M | Buy |
17,501
+265
| +2% | +$26.4K | 1.05% | 22 |
|
|
2020
Q4 | $1.53M | Sell |
17,236
-353
| -2% | -$31.4K | 1.03% | 22 |
|
|
2020
Q3 | $1.2M | Buy |
17,589
+1,176
| +7% | +$80.4K | 0.92% | 24 |
|
|
2020
Q2 | $1.07M | Buy |
16,413
+509
| +3% | +$33.2K | 0.89% | 25 |
|
|
2020
Q1 | $819K | Sell |
15,904
-161
| -1% | -$8.29K | 0.82% | 21 |
|
|
2019
Q4 | $1.22M | Sell |
16,065
-21
| -0.1% | -$1.59K | 0.93% | 19 |
|
|
2019
Q3 | $1.12M | Buy |
16,086
+303
| +2% | +$21.1K | 0.9% | 19 |
|
|
2019
Q2 | $1.13M | Buy |
15,783
+254
| +2% | +$18.2K | 0.91% | 20 |
|
|
2019
Q1 | $1.09M | Buy |
15,529
+196
| +1% | +$13.7K | 0.94% | 20 |
|
|
2018
Q4 | $930K | Buy |
15,333
+443
| +3% | +$26.9K | 1.09% | 19 |
|
|
2018
Q3 | $1.13M | Buy |
14,890
+238
| +2% | +$18.1K | 1.15% | 15 |
|
|
2018
Q2 | $1.08M | Buy |
14,652
+1,039
| +8% | +$76.4K | 0.99% | 20 |
|
|
2018
Q1 | $941K | Buy |
13,613
+1,865
| +16% | +$129K | 0.89% | 23 |
|
|
2017
Q4 | $819K | Buy |
+11,748
| New | +$819K | 0.78% | 25 |
|