Prosperity Wealth Management’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 |
-30,170
| Closed | -$716K | – | 216 |
|
|
2024
Q2 | $716K | Sell |
30,170
-17,746
| -37% | -$421K | 0.35% | 55 |
|
|
2024
Q1 | $1.18M | Sell |
47,916
-31,440
| -40% | -$774K | 0.56% | 32 |
|
|
2023
Q4 | $1.87M | Buy |
+79,356
| New | +$1.87M | 1.22% | 16 |
|
|
2023
Q2 | – | Sell |
-27,696
| Closed | -$581K | – | 173 |
|
|
2023
Q1 | $581K | Buy |
+27,696
| New | +$581K | 0.46% | 40 |
|