Heritage Wealth Management (Arizona)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $297K | Buy |
14,668
+6,740
| +85% | +$137K | 0.04% | 293 |
|
|
2022
Q3 | $150K | Sell |
7,928
-530
| -6% | -$10K | 0.05% | 279 |
|
|
2022
Q2 | $165K | Sell |
8,458
-12,366
| -59% | -$241K | 0.05% | 271 |
|
|
2022
Q1 | $493K | Buy |
+20,824
| New | +$493K | 0.13% | 116 |
|
|
2021
Q3 | $710K | Sell |
28,368
-13,200
| -32% | -$330K | 0.25% | 74 |
|
|
2021
Q2 | $1.08M | Buy |
+41,568
| New | +$1.08M | 0.41% | 54 |
|