RGT Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-716
| Closed | -$18K | – | 294 |
|
|
2021
Q4 | $18K | Buy |
+716
| New | +$18K | ﹤0.01% | 200 |
|
|
2017
Q2 | – | Sell |
-13,352
| Closed | -$210K | – | 108 |
|
|
2017
Q1 | $210K | Buy |
13,352
+36
| +0.3% | +$566 | 0.14% | 89 |
|
|
2016
Q4 | $205K | Sell |
13,316
-3,596
| -21% | -$55.4K | 0.12% | 114 |
|
|
2016
Q3 | $243K | Buy |
+16,912
| New | +$243K | 0.15% | 88 |
|