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