National Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,512
| Closed | -$218K | – | 154 |
|
|
2023
Q3 | $218K | Sell |
10,512
-38
| -0.4% | -$787 | 0.24% | 116 |
|
|
2023
Q2 | $237K | Sell |
10,550
-12
| -0.1% | -$270 | 0.25% | 113 |
|
|
2023
Q1 | $213K | Sell |
10,562
-50
| -0.5% | -$1.01K | 0.24% | 123 |
|
|
2022
Q4 | $215K | Buy |
+10,612
| New | +$215K | 0.26% | 122 |
|
|
2022
Q3 | – | Sell |
-11,418
| Closed | -$223K | – | 150 |
|
|
2022
Q2 | $223K | Buy |
+11,418
| New | +$223K | 0.28% | 97 |
|