Rehmann Capital Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,108
| Closed | -$37.7K | – | 2033 |
|
|
2019
Q2 | $37.7K | Buy |
2,108
+120
| +6% | +$2.15K | ﹤0.01% | 940 |
|
|
2019
Q1 | $34.8K | Buy |
1,988
+1,872
| +1,614% | +$32.7K | ﹤0.01% | 938 |
|
|
2018
Q4 | $1.8K | Sell |
116
-1,872
| -94% | -$29.1K | ﹤0.01% | 1493 |
|
|
2018
Q3 | $37.9K | Hold |
1,988
| – | – | 0.01% | 910 |
|
|
2018
Q2 | $36.6K | Hold |
1,988
| – | – | 0.01% | 887 |
|
|
2018
Q1 | $34K | Buy |
+1,988
| New | +$34K | 0.01% | 900 |
|