LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $21K | Hold |
1,224
| – | – | 0.01% | 334 |
|
|
2020
Q2 | $20K | Sell |
1,224
-612
| -33% | -$10K | 0.01% | 339 |
|
|
2020
Q1 | $24K | Buy |
1,836
+4
| +0.2% | +$52 | 0.01% | 291 |
|
|
2019
Q4 | $35K | Sell |
1,832
-1,364
| -43% | -$26.1K | 0.02% | 287 |
|
|
2019
Q3 | $56K | Buy |
3,196
+1,376
| +76% | +$24.1K | 0.03% | 231 |
|
|
2019
Q2 | $33K | Buy |
1,820
+44
| +2% | +$798 | 0.02% | 287 |
|
|
2019
Q1 | $31K | Buy |
1,776
+140
| +9% | +$2.44K | 0.02% | 295 |
|
|
2018
Q4 | $25K | Buy |
1,636
+12
| +0.7% | +$183 | 0.02% | 305 |
|
|
2018
Q3 | $31K | Buy |
1,624
+616
| +61% | +$11.8K | 0.02% | 288 |
|
|
2018
Q2 | $19K | Hold |
1,008
| – | – | 0.01% | 336 |
|
|
2018
Q1 | $17K | Buy |
+1,008
| New | +$17K | 0.01% | 330 |
|