Resource Planning Group’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
Q4 | $714K | Sell |
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|
2023
Q3 | $724K | Sell |
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|
2023
Q2 | $778K | Sell |
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|
2023
Q1 | $752K | Sell |
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|
2022
Q4 | $930K | Sell |
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|
2022
Q3 | $981K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $940K | Sell |
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|
2021
Q3 | $958K | Sell |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.07M | Sell |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $884K | Buy |
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|
2020
Q2 | $844K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $539K | Buy |
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|
2019
Q3 | $491K | Buy |
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|
2019
Q2 | $491K | Sell |
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|
2019
Q1 | $501K | Sell |
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|
2018
Q4 | $645K | Buy |
|