Kades & Cheifetz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $964K | Sell |
37,282
-3,924
| -10% | -$101K | 0.49% | 46 |
|
|
2024
Q3 | $1.06M | Buy |
41,206
+1,916
| +5% | +$49.3K | 0.61% | 42 |
|
|
2024
Q2 | $932K | Buy |
39,290
+1,866
| +5% | +$44.3K | 0.59% | 42 |
|
|
2024
Q1 | $921K | Buy |
37,424
+2,188
| +6% | +$53.9K | 0.59% | 41 |
|
|
2023
Q4 | $832K | Buy |
35,236
+340
| +1% | +$8.03K | 0.59% | 42 |
|
|
2023
Q3 | $723K | Sell |
34,896
-2,384
| -6% | -$49.4K | 0.57% | 40 |
|
|
2023
Q2 | $816K | Buy |
37,280
+2,296
| +7% | +$50.3K | 0.63% | 38 |
|
|
2023
Q1 | $733K | Buy |
34,984
+3,400
| +11% | +$71.3K | 0.58% | 38 |
|
|
2022
Q4 | $640K | Buy |
+31,584
| New | +$640K | 0.53% | 39 |
|