Huber 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $946K | Buy |
73,460
+58,948
| +406% | +$759K | 0.35% | 36 |
|
|
2019
Q4 | $274K | Sell |
14,512
-2,236
| -13% | -$42.2K | 0.1% | 100 |
|
|
2019
Q3 | $292K | Buy |
16,748
+2,824
| +20% | +$49.2K | 0.11% | 95 |
|
|
2019
Q2 | $249K | Sell |
13,924
-536
| -4% | -$9.59K | 0.11% | 105 |
|
|
2019
Q1 | $253K | Buy |
+14,460
| New | +$253K | 0.12% | 99 |
|
|
2018
Q4 | – | Sell |
-10,760
| Closed | -$205K | – | 106 |
|
|
2018
Q3 | $205K | Buy |
+10,760
| New | +$205K | 0.16% | 99 |
|