Hoover Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $244K | Sell |
9,348
-416
| -4% | -$10.9K | 0.04% | 118 |
|
|
2021
Q1 | $244K | Sell |
9,764
-1,472
| -13% | -$36.8K | 0.05% | 106 |
|
|
2020
Q4 | $272K | Sell |
11,236
-4,036
| -26% | -$97.7K | 0.07% | 85 |
|
|
2020
Q3 | $261K | Sell |
15,272
-3,104
| -17% | -$53K | 0.09% | 81 |
|
|
2020
Q2 | $300K | Sell |
18,376
-292
| -2% | -$4.77K | 0.11% | 68 |
|
|
2020
Q1 | $240K | Sell |
18,668
-4,912
| -21% | -$63.2K | 0.13% | 69 |
|
|
2019
Q4 | $446K | Buy |
+23,580
| New | +$446K | 0.22% | 53 |
|