RG
Retirement Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $37.7K | Hold |
766
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $36.2K | Hold |
766
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $31.7K | Hold |
766
| – | – | 0.01% | 261 |
|
|
2023
Q2 | $33.6K | Hold |
766
| – | – | 0.01% | 250 |
|
|
2023
Q1 | $32K | Hold |
766
| – | – | 0.01% | 241 |
|
|
2022
Q4 | $31K | Buy |
766
+254
| +50% | +$10.3K | 0.02% | 222 |
|
|
2022
Q3 | $19K | Sell |
512
-508
| -50% | -$18.9K | 0.02% | 186 |
|
|
2022
Q2 | $40K | Sell |
1,020
-4,926
| -83% | -$193K | 0.02% | 237 |
|
|
2022
Q1 | $282K | Buy |
5,946
+3,229
| +119% | +$153K | 0.11% | 91 |
|
|
2021
Q4 | $278K | Hold |
2,717
| – | – | 0.12% | 93 |
|
|
2021
Q3 | $272K | Sell |
2,717
-55
| -2% | -$5.51K | 0.13% | 95 |
|
|
2021
Q2 | $289K | Sell |
2,772
-50
| -2% | -$5.21K | 0.14% | 88 |
|
|
2021
Q1 | $281K | Buy |
2,822
+700
| +33% | +$69.7K | 0.13% | 106 |
|
|
2020
Q4 | $162K | Buy |
2,122
+569
| +37% | +$43.4K | 0.07% | 142 |
|
|
2020
Q3 | $106K | Hold |
1,553
| – | – | 0.06% | 177 |
|
|
2020
Q2 | $101K | Buy |
+1,553
| New | +$101K | 0.06% | 164 |
|
|
2019
Q4 | $110K | Buy |
+1,459
| New | +$110K | 0.07% | 159 |
|