Professional Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,806
| Closed | -$66K | – | 500 |
|
|
2022
Q1 | $66K | Buy |
2,806
+1,198
| +75% | +$28.2K | 0.03% | 126 |
|
|
2021
Q4 | $41K | Hold |
1,608
| – | – | 0.02% | 187 |
|
|
2021
Q3 | $40K | Buy |
1,608
+4
| +0.2% | +$100 | 0.02% | 158 |
|
|
2021
Q2 | $42K | Buy |
1,604
+1,536
| +2,259% | +$40.2K | 0.02% | 155 |
|
|
2021
Q1 | $2K | Buy |
+68
| New | +$2K | ﹤0.01% | 337 |
|