Pillar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-46,912
| Closed | -$1.11M | – | 51 |
|
|
2024
Q2 | $1.11M | Sell |
46,912
-3,770
| -7% | -$89.4K | 1.34% | 19 |
|
|
2024
Q1 | $1.25M | Sell |
50,682
-4,934
| -9% | -$121K | 0.94% | 26 |
|
|
2023
Q4 | $1.31M | Sell |
55,616
-7,034
| -11% | -$166K | 1.01% | 23 |
|
|
2023
Q3 | $1.3M | Sell |
62,650
-1,838
| -3% | -$38.1K | 1.12% | 22 |
|
|
2023
Q2 | $1.41M | Sell |
64,488
-2,044
| -3% | -$44.8K | 1.18% | 19 |
|
|
2023
Q1 | $1.39M | Sell |
66,532
-230
| -0.3% | -$4.82K | 1.39% | 15 |
|
|
2022
Q4 | $1.35M | Sell |
66,762
-3,622
| -5% | -$73.4K | 1.3% | 15 |
|
|
2022
Q3 | $1.33M | Buy |
70,384
+1,212
| +2% | +$22.9K | 1.33% | 18 |
|
|
2022
Q2 | $1.35M | Buy |
69,172
+448
| +0.7% | +$8.74K | 1.37% | 16 |
|
|
2022
Q1 | $1.63M | Sell |
68,724
-1,824
| -3% | -$43.2K | 1.57% | 15 |
|
|
2021
Q4 | $1.81M | Buy |
+70,548
| New | +$1.81M | 1.72% | 15 |
|