Mascoma 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,084
| Closed | -$25.7K | – | 487 |
|
|
2024
Q2 | $25.7K | Hold |
1,084
| – | – | 0.01% | 248 |
|
|
2024
Q1 | $26.7K | Hold |
1,084
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $25.6K | Hold |
1,084
| – | – | 0.01% | 250 |
|
|
2023
Q3 | $22.5K | Hold |
1,084
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $24.4K | Hold |
1,084
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $22.3K | Hold |
1,084
| – | – | 0.01% | 327 |
|
|
2022
Q4 | $22K | Buy |
+1,084
| New | +$22K | 0.01% | 323 |
|