Janiczek Wealth Management’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
Q2 | $1.83M | Sell |
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|
2024
Q1 | $18M | Buy |
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|
2023
Q4 | $16.6M | Buy |
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|
2023
Q3 | $14.5M | Buy |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $14.9M | Buy |
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|
2022
Q3 | $13M | Sell |
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|
2022
Q2 | $14.8M | Sell |
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|
2022
Q1 | $17.1M | Buy |
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|
2021
Q4 | $18.1M | Buy |
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|
2021
Q3 | $16.9M | Buy |
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|
2021
Q2 | $17.3M | Buy |
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|
2021
Q1 | $15.6M | Buy |
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|
2020
Q4 | $12.4M | Buy |
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|
2020
Q3 | $9.03M | Sell |
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|
2020
Q2 | $8.69M | Buy |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $625K | Sell |
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|
2019
Q3 | $649K | Buy |
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|
2019
Q2 | $573K | Sell |
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|
2019
Q1 | $576K | Buy |
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|
2018
Q4 | $478K | Buy |
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|
2018
Q3 | $349K | Buy |
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|
2018
Q2 | $331K | Sell |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $333K | Sell |
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|
2017
Q3 | $322K | Buy |
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|
2017
Q2 | $294K | Buy |
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