Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $67.5K | Sell |
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|
2023
Q1 | $67.3K | Hold |
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|
2022
Q4 | $65K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.34M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $869K | Buy |
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|
2019
Q3 | $758K | Buy |
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|
2019
Q2 | $645K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3.62M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.38M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $238K | Buy |
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