Pacific Wealth Strategies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $811K | Sell |
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|
2019
Q4 | $1.57M | Buy |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.39M | Buy |
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|
2019
Q1 | $1.34M | Sell |
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|
2018
Q4 | $1.17M | Buy |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $925K | Buy |
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|
2017
Q4 | $732K | Buy |
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