Private Vista’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 | $258K | Buy |
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|
2020
Q1 | $203K | Buy |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $341K | Buy |
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|
2019
Q2 | $349K | Sell |
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|
2019
Q1 | $395K | Sell |
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|
2018
Q4 | $490K | Buy |
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|
2018
Q3 | $303K | Buy |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $297K | Buy |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q3 | $280K | Hold |
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|
2017
Q2 | $266K | Hold |
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|
2017
Q1 | $261K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $221K | Buy |
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