Next Financial Group’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
Q4 | $613K | Buy |
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|
2021
Q3 | $585K | Sell |
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|
2021
Q2 | $616K | Sell |
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|
2021
Q1 | $592K | Sell |
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|
2020
Q4 | $574K | Buy |
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|
2020
Q3 | $359K | Sell |
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|
2020
Q2 | $499K | Buy |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $312K | Buy |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $183K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $31K | Buy |
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|
2016
Q3 | $29K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $136K | Buy |
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