Joel Isaacson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-208
| Closed | -$3K | – | 785 |
|
|
2015
Q3 | $3K | Buy |
+208
| New | +$3K | ﹤0.01% | 663 |
|
|
2014
Q2 | – | Sell |
-1,200
| Closed | -$16K | – | 586 |
|
|
2014
Q1 | $16K | Hold |
1,200
| – | – | 0.01% | 435 |
|
|
2013
Q4 | $16K | Hold |
1,200
| – | – | 0.01% | 398 |
|
|
2013
Q3 | $14K | Hold |
1,200
| – | – | 0.01% | 387 |
|
|
2013
Q2 | $13K | Buy |
+1,200
| New | +$13K | 0.01% | 363 |
|