Relaxing Retirement Coach’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.65M | Buy |
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|
2023
Q1 | $3.5M | Sell |
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|
2022
Q4 | $3.41M | Sell |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $3.31M | Sell |
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|
2022
Q1 | $4.03M | Sell |
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|
2021
Q4 | $4.39M | Sell |
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|
2021
Q3 | $4.33M | Sell |
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|
2021
Q2 | $4.68M | Sell |
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|
2021
Q1 | $4.6M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $6.16M | Buy |
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|
2020
Q2 | $3.19M | Sell |
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|
2020
Q1 | $2.81M | Sell |
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|
2019
Q4 | $4.23M | Buy |
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|
2019
Q3 | $3.88M | Sell |
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|
2019
Q2 | $3.99M | Sell |
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|
2019
Q1 | $3.95M | Sell |
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|
2018
Q4 | $3.59M | Sell |
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|
2018
Q3 | $4.7M | Sell |
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|
2018
Q2 | $4.67M | Sell |
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|
2018
Q1 | $5.52M | Sell |
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|
2017
Q4 | $7.06M | Buy |
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