Newport Wealth Strategies’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
2021
Q3
$3.47M Buy
2021
Q2
$3.13M Buy
2021
Q1
$2.97M Buy
2020
Q4
$538K Hold
2020
Q3
$545K Buy
2020
Q2
$277K Sell
2020
Q1
$1.52M Sell
2019
Q4
$2.6M Sell
2019
Q3
$2.45M Sell
2019
Q2
$2.51M Sell
2019
Q1
$2.51M Buy
2018
Q4
$1.91M Sell
2018
Q3
$2.21M Sell
2018
Q2
$2.59M Sell
2018
Q1
$4.67M Sell
2017
Q4
$5.05M Buy