McCutchen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,912
| Closed | -$211K | – | 25 |
|
|
2022
Q1 | $211K | Hold |
8,912
| – | – | 0.04% | 24 |
|
|
2021
Q4 | $228K | Hold |
8,912
| – | – | 0.04% | 24 |
|
|
2021
Q3 | $223K | Hold |
8,912
| – | – | 0.04% | 24 |
|
|
2021
Q2 | $232K | Hold |
8,912
| – | – | 0.04% | 24 |
|
|
2021
Q1 | $222K | Buy |
+8,912
| New | +$222K | 0.04% | 24 |
|