Kings Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $16K | Sell |
|
|||||
|
2021
Q4 | $90K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $19K | Sell |
|
|||||
|
2020
Q3 | $108K | Buy |
|
|||||
|
2020
Q2 | $103K | Buy |
|
|||||
|
2020
Q1 | $81K | Buy |
|
|||||
|
2019
Q4 | $118K | Buy |
|
|||||
|
2019
Q3 | $107K | Sell |
|
|||||
|
2019
Q2 | $138K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $35K | Buy |
|