Heritage Way Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $983K | Buy |
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|
2020
Q4 | $870K | Buy |
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|
2020
Q3 | $420K | Sell |
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|
2020
Q2 | $413K | Buy |
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|
2020
Q1 | $322K | Buy |
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|
2019
Q4 | $396K | Sell |
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|
2019
Q3 | $378K | Buy |
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|
2019
Q2 | $347K | Buy |
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|
2019
Q1 | $319K | Buy |
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|
2018
Q4 | $258K | Buy |
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|
2018
Q3 | $309K | Buy |
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|
2018
Q2 | $264K | Sell |
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|
2018
Q1 | $258K | Buy |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $228K | Buy |
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