SevenBridge Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,724
| Closed | -$201K | – | 170 |
|
|
2021
Q2 | $201K | Buy |
+7,724
| New | +$201K | 0.07% | 161 |
|
|
2019
Q3 | – | Sell |
-3,336
| Closed | -$60K | – | 478 |
|
|
2019
Q2 | $60K | Buy |
+3,336
| New | +$60K | 0.02% | 241 |
|
|
2018
Q1 | – | Sell |
-12
| Closed | – | – | 625 |
|
|
2017
Q4 | $0 | Buy |
+12
| New | – | ﹤0.01% | 631 |
|