LeJeune Puetz Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.3M | Buy |
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|
2022
Q4 | $3.18M | Buy |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $3.06M | Buy |
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|
2022
Q1 | $3.71M | Buy |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.89M | Buy |
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|
2021
Q2 | $4.05M | Sell |
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|
2021
Q1 | $3.9M | Sell |
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|
2020
Q4 | $3.67M | Buy |
|
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|
2020
Q3 | $2.82M | Buy |
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|
2020
Q2 | $2.69M | Sell |
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|
2020
Q1 | $2.29M | Buy |
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|
2019
Q4 | $2.46M | Sell |
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|
2019
Q3 | $2.29M | Buy |
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|
2019
Q2 | $2.3M | Buy |
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|
2019
Q1 | $2.23M | Buy |
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|
2018
Q4 | $1.92M | Buy |
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|
2018
Q3 | $2.19M | Buy |
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|
2018
Q2 | $2.1M | Buy |
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|
2018
Q1 | $1.55M | Buy |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $913K | Buy |
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|
2017
Q1 | $899K | Sell |
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|
2016
Q4 | $878K | Buy |
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