Horst & Graben Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $223K | Sell |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $566K | Sell |
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|
2022
Q4 | $653K | Sell |
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|
2022
Q3 | $727K | Sell |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $12.2M | Sell |
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|
2021
Q4 | $14.2M | Buy |
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|
2021
Q3 | $13.7M | Buy |
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|
2021
Q2 | $14M | Buy |
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|
2021
Q1 | $7.99M | Buy |
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|
2020
Q4 | $3.4M | Sell |
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|
2020
Q3 | $2.8M | Buy |
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