Human Investing’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 | – | Sell |
-16,244
| Closed | -$405K | – | 252 |
|
|
2021
Q1 | $405K | Sell |
16,244
-1,060
| -6% | -$26.4K | 0.1% | 101 |
|
|
2020
Q4 | $385K | Sell |
17,304
-1,276
| -7% | -$28.4K | 0.11% | 97 |
|
|
2020
Q3 | $317K | Sell |
18,580
-12,336
| -40% | -$210K | 0.1% | 93 |
|
|
2020
Q2 | $505K | Sell |
30,916
-6,180
| -17% | -$101K | 0.18% | 88 |
|
|
2020
Q1 | $478K | Buy |
37,096
+5,748
| +18% | +$74.1K | 0.21% | 85 |
|
|
2019
Q4 | $593K | Buy |
31,348
+2,064
| +7% | +$39K | 0.19% | 86 |
|
|
2019
Q3 | $511K | Buy |
29,284
+2,332
| +9% | +$40.7K | 0.18% | 86 |
|
|
2019
Q2 | $482K | Buy |
26,952
+4,168
| +18% | +$74.5K | 0.18% | 88 |
|
|
2019
Q1 | $398K | Buy |
22,784
+964
| +4% | +$16.8K | 0.15% | 88 |
|
|
2018
Q4 | $331K | Buy |
+21,820
| New | +$331K | 0.14% | 98 |
|