Prestige Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-24,828
| Closed | -$470K | – | 988 |
|
|
2019
Q4 | $470K | Buy |
24,828
+96
| +0.4% | +$1.82K | 0.26% | 64 |
|
|
2019
Q3 | $431K | Buy |
24,732
+1,888
| +8% | +$32.9K | 0.25% | 62 |
|
|
2019
Q2 | $408K | Sell |
22,844
-20,152
| -47% | -$360K | 0.25% | 64 |
|
|
2019
Q1 | $752K | Buy |
42,996
+2,620
| +6% | +$45.8K | 0.46% | 39 |
|
|
2018
Q4 | $612K | Buy |
+40,376
| New | +$612K | 0.45% | 43 |
|