One Wealth Advisors’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
Q1 | – | Sell |
-3,584
| Closed | -$72.6K | – | 517 |
|
|
2022
Q4 | $72.6K | Buy |
+3,584
| New | +$72.6K | 0.02% | 342 |
|
|
2022
Q2 | – | Sell |
-152,130
| Closed | -$3.6M | – | 207 |
|
|
2022
Q1 | $3.6M | Sell |
152,130
-30,722
| -17% | -$727K | 0.88% | 27 |
|
|
2021
Q4 | $4.68M | Buy |
182,852
+32,520
| +22% | +$833K | 1.19% | 24 |
|
|
2021
Q3 | $3.76M | Buy |
150,332
+31,452
| +26% | +$787K | 1.1% | 21 |
|
|
2021
Q2 | $3.1M | Buy |
118,880
+43,568
| +58% | +$1.13M | 0.98% | 20 |
|
|
2021
Q1 | $1.88M | Buy |
+75,312
| New | +$1.88M | 0.72% | 21 |
|
|
2018
Q1 | – | Sell |
-2,404
| Closed | -$42K | – | 573 |
|
|
2017
Q4 | $42K | Buy |
+2,404
| New | +$42K | 0.03% | 286 |
|