Shine Investment Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $497K | Sell |
29,084
-38,780
| -57% | -$663K | 0.17% | 68 |
|
|
2020
Q2 | $1.11M | Sell |
67,864
-110,984
| -62% | -$1.81M | 0.41% | 35 |
|
|
2020
Q1 | $2.3M | Sell |
178,848
-25,240
| -12% | -$325K | 1.07% | 17 |
|
|
2019
Q4 | $3.86M | Sell |
204,088
-3,568
| -2% | -$67.5K | 1.54% | 16 |
|
|
2019
Q3 | $3.62M | Sell |
207,656
-10,168
| -5% | -$177K | 1.71% | 11 |
|
|
2019
Q2 | $3.89M | Sell |
217,824
-16,188
| -7% | -$289K | 1.8% | 12 |
|
|
2019
Q1 | $4.09M | Sell |
234,012
-27,540
| -11% | -$481K | 1.9% | 12 |
|
|
2018
Q4 | $3.97M | Buy |
261,552
+189,176
| +261% | +$2.87M | 1.96% | 13 |
|
|
2018
Q3 | $1.38M | Buy |
72,376
+3,936
| +6% | +$74.9K | 0.73% | 24 |
|
|
2018
Q2 | $1.26M | Buy |
68,440
+8,416
| +14% | +$155K | 0.64% | 28 |
|
|
2018
Q1 | $1.04M | Buy |
60,024
+304
| +0.5% | +$5.25K | 0.55% | 31 |
|
|
2017
Q4 | $1.04M | Buy |
59,720
+276
| +0.5% | +$4.81K | 0.52% | 31 |
|
|
2017
Q3 | $1M | Buy |
59,444
+1,944
| +3% | +$32.7K | 0.52% | 31 |
|
|
2017
Q2 | $919K | Buy |
+57,500
| New | +$919K | 0.47% | 34 |
|