Liberty Wealth Management’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
Q2 | – | Sell |
-166,704
| Closed | -$3.61M | – | 222 |
|
|
2023
Q1 | $3.61M | Buy |
+166,704
| New | +$3.61M | 0.74% | 35 |
|
|
2022
Q1 | – | Sell |
-5,592
| Closed | -$156K | – | 178 |
|
|
2021
Q4 | $156K | Buy |
5,592
+2,252
| +67% | +$63K | 6.79% | 5 |
|
|
2021
Q3 | $84K | Buy |
+3,340
| New | +$84K | 0.03% | 322 |
|
|
2020
Q3 | – | Sell |
-424
| Closed | -$7K | – | 939 |
|
|
2020
Q2 | $7K | Buy |
+424
| New | +$7K | ﹤0.01% | 557 |
|
|
2020
Q1 | – | Sell |
-172
| Closed | -$3K | – | 977 |
|
|
2019
Q4 | $3K | Sell |
172
-1,372
| -89% | -$23.9K | ﹤0.01% | 738 |
|
|
2019
Q3 | $27K | Buy |
+1,544
| New | +$27K | 0.03% | 345 |
|