Laurel Wealth Advisors (California)’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
Q4 | $2.92M | Sell |
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|
2022
Q3 | $4.01M | Sell |
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|
2022
Q2 | $4.18M | Sell |
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|
2022
Q1 | $5.66M | Buy |
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|
2021
Q4 | $5.62M | Buy |
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|
2021
Q3 | $766K | Sell |
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|
2021
Q2 | $803K | Buy |
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|
2021
Q1 | $637K | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.35M | Sell |
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|
2020
Q2 | $1.38M | Sell |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $2.96M | Sell |
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|
2019
Q3 | $3.1M | Buy |
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|
2019
Q2 | $1.48M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $748K | Buy |
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|
2018
Q3 | $739K | Buy |
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|
2018
Q2 | $248K | Sell |
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|
2018
Q1 | $323K | Buy |
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