M&R Capital Management’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
2024
Q3
$25.9K Buy
2024
Q2
$23.7K Hold
2024
Q1
$24.6K Sell
2023
Q4
$44.1K Buy
2023
Q3
$38.6K Buy
2023
Q2
$38K Buy
2023
Q1
$15K Hold
2022
Q4
$14.5K Buy
2022
Q3
$5K Buy
2022
Q2
$1K Buy