San Francisco Sentry Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $94K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $80K | Hold |
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|
2020
Q3 | $61K | Hold |
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|
2020
Q2 | $59K | Hold |
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|
2020
Q1 | $46K | Sell |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $139K | Buy |
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|
2019
Q2 | $135K | Buy |
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|
2019
Q1 | $122K | Hold |
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|
2018
Q4 | $106K | Hold |
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|
2018
Q3 | $133K | Buy |
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|
2018
Q2 | $124K | Hold |
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|
2018
Q1 | $116K | Hold |
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|
2017
Q4 | $117K | Buy |
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|
2017
Q3 | $99K | Buy |
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