IDA
Intelligence Driven Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-37,033
| Closed | -$1.51M | – | 106 |
|
|
2023
Q1 | $1.51M | Sell |
37,033
-12,006
| -24% | -$489K | 0.27% | 38 |
|
|
2022
Q4 | $2.03M | Buy |
49,039
+25,232
| +106% | +$1.04M | 0.37% | 35 |
|
|
2022
Q3 | $949K | Buy |
23,807
+6,287
| +36% | +$251K | 0.19% | 58 |
|
|
2022
Q2 | $689K | Buy |
+17,520
| New | +$689K | 0.14% | 66 |
|
|
2020
Q3 | – | Sell |
-13,714
| Closed | -$896K | – | 99 |
|
|
2020
Q2 | $896K | Sell |
13,714
-4,735
| -26% | -$309K | 0.32% | 47 |
|
|
2020
Q1 | $950K | Buy |
18,449
+477
| +3% | +$24.6K | 0.44% | 41 |
|
|
2019
Q4 | $1.36M | Sell |
17,972
-527
| -3% | -$39.9K | 0.62% | 32 |
|
|
2019
Q3 | $1.29M | Sell |
18,499
-3,165
| -15% | -$221K | 0.61% | 34 |
|
|
2019
Q2 | $1.55M | Sell |
21,664
-1,560
| -7% | -$112K | 0.74% | 32 |
|
|
2019
Q1 | $1.62M | Sell |
23,224
-979
| -4% | -$68.5K | 0.89% | 28 |
|
|
2018
Q4 | $1.47M | Buy |
+24,203
| New | +$1.47M | 0.93% | 33 |
|