InterOcean Capital Group’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 | $722K | Sell |
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|
2023
Q4 | $708K | Sell |
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|
2023
Q3 | $1.22M | Buy |
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|
2023
Q2 | $1.23M | Sell |
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|
2023
Q1 | $1.21M | Buy |
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $816K | Buy |
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|
2022
Q1 | $562K | Buy |
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|
2021
Q4 | $460K | Sell |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $556K | Buy |
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|
2021
Q1 | $201K | Sell |
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|
2020
Q4 | $238K | Buy |
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