RE Dickinson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.19M | Buy |
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|
2024
Q3 | $509K | Buy |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $383K | Sell |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $385K | Sell |
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|
2022
Q4 | $1.35M | Sell |
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|
2022
Q3 | $1.44M | Sell |
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|
2022
Q2 | $1.73K | Sell |
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|
2022
Q1 | $2.35M | Sell |
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|
2021
Q4 | $3.31M | Buy |
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