Legacy Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-472
| Closed | -$7K | – | 1144 |
|
|
2018
Q4 | $7K | Hold |
472
| – | – | ﹤0.01% | 658 |
|
|
2018
Q3 | $8K | Hold |
472
| – | – | ﹤0.01% | 588 |
|
|
2018
Q2 | $9K | Hold |
472
| – | – | ﹤0.01% | 560 |
|
|
2018
Q1 | $8K | Hold |
472
| – | – | ﹤0.01% | 546 |
|
|
2017
Q4 | $8K | Buy |
+472
| New | +$8K | ﹤0.01% | 543 |
|