Kays Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-143,592
| Closed | -$2.18M | – | 121 |
|
|
2018
Q4 | $2.18M | Buy |
+143,592
| New | +$2.18M | 0.49% | 39 |
|
|
2014
Q3 | – | Sell |
-1,217,836
| Closed | -$16.7M | – | 43 |
|
|
2014
Q2 | $16.7M | Sell |
1,217,836
-488,432
| -29% | -$6.69M | 11.94% | 4 |
|
|
2014
Q1 | $22.9M | Sell |
1,706,268
-127,224
| -7% | -$1.7M | 16.49% | 1 |
|
|
2013
Q4 | $24.1M | Buy |
+1,833,492
| New | +$24.1M | 18.18% | 1 |
|