Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $37.7K | Hold |
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|
2023
Q4 | $36.2K | Hold |
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|
2023
Q3 | $31.7K | Hold |
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|
2023
Q2 | $33.6K | Hold |
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|
2023
Q1 | $32K | Hold |
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|
2022
Q4 | $31K | Buy |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $40K | Sell |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $289K | Sell |
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|
2021
Q1 | $281K | Buy |
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|
2020
Q4 | $162K | Buy |
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|
2020
Q3 | $106K | Hold |
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|
2020
Q2 | $101K | Buy |
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|
2019
Q4 | $110K | Buy |
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