People's United Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,836
| Closed | -$201K | – | 677 |
|
|
2021
Q4 | $201K | Buy |
+7,836
| New | +$201K | ﹤0.01% | 660 |
|
|
2018
Q1 | – | Sell |
-40,056
| Closed | -$698K | – | 748 |
|
|
2017
Q4 | $698K | Sell |
40,056
-1,436
| -3% | -$25K | 0.02% | 462 |
|
|
2017
Q3 | $699K | Sell |
41,492
-1,868
| -4% | -$31.5K | 0.02% | 406 |
|
|
2017
Q2 | $692K | Buy |
43,360
+14,800
| +52% | +$236K | 0.02% | 429 |
|
|
2017
Q1 | $450K | Buy |
28,560
+15,292
| +115% | +$241K | 0.02% | 482 |
|
|
2016
Q4 | $204K | Buy |
13,268
+5,928
| +81% | +$91.1K | 0.01% | 574 |
|
|
2016
Q3 | $106K | Sell |
7,340
-156
| -2% | -$2.25K | 0.01% | 473 |
|
|
2016
Q2 | $101K | Buy |
+7,496
| New | +$101K | 0.01% | 475 |
|