Running Point Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,160
| Closed | -$179K | – | 159 |
|
|
2021
Q3 | $179K | Hold |
7,160
| – | – | 0.08% | 106 |
|
|
2021
Q2 | $187K | Buy |
7,160
+12
| +0.2% | +$313 | 0.09% | 97 |
|
|
2021
Q1 | $178K | Buy |
7,148
+12
| +0.2% | +$299 | 0.1% | 85 |
|
|
2020
Q4 | $159K | Buy |
+7,136
| New | +$159K | 0.09% | 79 |
|