Martel Wealth Advisors’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 | – | Sell |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $2.41M | Sell |
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|
2022
Q2 | $3.05M | Sell |
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|
2022
Q1 | $4.4M | Buy |
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|
2021
Q4 | $4.53M | Sell |
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|
2021
Q3 | $4.57M | Buy |
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|
2021
Q2 | $4.66M | Sell |
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|
2021
Q1 | $4.63M | Sell |
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|
2020
Q4 | $3.95M | Sell |
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|
2020
Q3 | $4.15M | Sell |
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|
2020
Q2 | $4.22M | Buy |
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|
2020
Q1 | $3.2M | Buy |
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|
2019
Q4 | $4.22M | Sell |
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|
2019
Q3 | $3.91M | Buy |
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|
2019
Q2 | $4.01M | Buy |
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|
2019
Q1 | $3.82M | Sell |
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|
2018
Q4 | $3.43M | Buy |
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|
2018
Q3 | $3.79M | Buy |
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