Rainsberger 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.87M | Sell |
79,240
-5,386
| -6% | -$127K | 1.02% | 31 |
|
|
2023
Q3 | $1.75M | Buy |
84,626
+770
| +0.9% | +$15.9K | 1.08% | 27 |
|
|
2023
Q2 | $1.84M | Sell |
83,856
-1,230
| -1% | -$26.9K | 1.11% | 26 |
|
|
2023
Q1 | $1.78M | Buy |
85,086
+236
| +0.3% | +$4.95K | 1.06% | 30 |
|
|
2022
Q4 | $1.72M | Sell |
84,850
-576
| -0.7% | -$11.7K | 1.09% | 26 |
|
|
2022
Q3 | $1.62M | Buy |
85,426
+1,732
| +2% | +$32.7K | 1.11% | 25 |
|
|
2022
Q2 | $1.63M | Sell |
83,694
-2,352
| -3% | -$45.9K | 1.19% | 24 |
|
|
2022
Q1 | $2.04M | Buy |
86,046
+634
| +0.7% | +$15K | 1.3% | 22 |
|
|
2021
Q4 | $2.19M | Buy |
+85,412
| New | +$2.19M | 1.28% | 23 |
|