Hochman Cole Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,952
| Closed | -$207K | – | 117 |
|
|
2019
Q4 | $207K | Buy |
+10,952
| New | +$207K | 0.11% | 111 |
|
|
2019
Q3 | – | Sell |
-11,976
| Closed | -$214K | – | 113 |
|
|
2019
Q2 | $214K | Sell |
11,976
-5,800
| -33% | -$104K | 0.13% | 108 |
|
|
2019
Q1 | $311K | Buy |
17,776
+4,580
| +35% | +$80.1K | 0.19% | 88 |
|
|
2018
Q4 | $200K | Buy |
+13,196
| New | +$200K | 0.14% | 105 |
|