Leo H. Evart Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.3M | Sell |
62,962
-5,694
| -8% | -$118K | 2% | 17 |
|
|
2023
Q2 | $1.5M | Sell |
68,656
-692
| -1% | -$15.2K | 2.09% | 17 |
|
|
2023
Q1 | $1.45M | Sell |
69,348
-6,576
| -9% | -$138K | 2.12% | 16 |
|
|
2022
Q4 | $1.54M | Sell |
75,924
-116
| -0.2% | -$2.35K | 2.33% | 16 |
|
|
2022
Q3 | $1.44M | Buy |
76,040
+236
| +0.3% | +$4.46K | 2.19% | 16 |
|
|
2022
Q2 | $1.48M | Sell |
75,804
-414
| -0.5% | -$8.07K | 1.8% | 17 |
|
|
2022
Q1 | $1.81M | Sell |
76,218
-642
| -0.8% | -$15.2K | 1.87% | 17 |
|
|
2021
Q4 | $1.97M | Buy |
+76,860
| New | +$1.97M | 1.92% | 17 |
|