Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,800
| Closed | -$123K | – | 1074 |
|
|
2024
Q3 | $123K | Hold |
4,800
| – | – | 0.04% | 330 |
|
|
2024
Q2 | $113K | Hold |
4,800
| – | – | 0.03% | 332 |
|
|
2024
Q1 | $118K | Buy |
4,800
+154
| +3% | +$3.79K | 0.04% | 320 |
|
|
2023
Q4 | $109K | Sell |
4,646
-20
| -0.4% | -$469 | 0.04% | 320 |
|
|
2023
Q3 | $96.7K | Buy |
+4,666
| New | +$96.7K | 0.03% | 319 |
|
|
2023
Q1 | $59K | Buy |
+2,810
| New | +$59K | 0.02% | 410 |
|
|
2022
Q4 | – | Sell |
-926
| Closed | -$17K | – | 964 |
|
|
2022
Q3 | $17K | Buy |
+926
| New | +$17K | 0.01% | 616 |
|