KKAMG
Kernodle & Katon Asset Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $3.08M | Sell |
48,823
-4,009
| -8% | -$252K | 1.84% | 11 |
|
|
2016
Q4 | $3.25M | Buy |
52,832
+3,182
| +6% | +$196K | 1.95% | 10 |
|
|
2016
Q3 | $2.86M | Sell |
49,650
-5,452
| -10% | -$314K | 1.78% | 14 |
|
|
2016
Q2 | $2.98M | Sell |
55,102
-14,928
| -21% | -$807K | 2.75% | 7 |
|
|
2016
Q1 | $3.64M | Sell |
70,030
-10,523
| -13% | -$548K | 3.45% | 6 |
|
|
2015
Q4 | $4.2M | Buy |
+80,553
| New | +$4.2M | 4.02% | 6 |
|