Rowland Carmichael Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $329K | Buy |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $195K | Sell |
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|
2020
Q1 | $186K | Sell |
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|
2019
Q4 | $273K | Sell |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $346K | Sell |
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|
2019
Q1 | $342K | Sell |
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|
2018
Q4 | $680K | Buy |
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|
2018
Q3 | $825K | Buy |
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|
2018
Q2 | $746K | Sell |
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|
2018
Q1 | $706K | Buy |
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|
2017
Q4 | $694K | Buy |
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|
2017
Q3 | $641K | Hold |
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|
2017
Q2 | $608K | Hold |
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|
2017
Q1 | $599K | Sell |
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|
2016
Q4 | $589K | Sell |
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|
2016
Q3 | $565K | Sell |
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|
2016
Q2 | $534K | Buy |
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|
2016
Q1 | $413K | Buy |
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