Shine Investment Advisory Services’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
Q3
$497K Sell
2020
Q2
$1.11M Sell
2020
Q1
$2.3M Sell
2019
Q4
$3.86M Sell
2019
Q3
$3.62M Sell
2019
Q2
$3.89M Sell
2019
Q1
$4.09M Sell
2018
Q4
$3.97M Buy
2018
Q3
$1.38M Buy
2018
Q2
$1.26M Buy
2018
Q1
$1.04M Buy
2017
Q4
$1.04M Buy
2017
Q3
$1M Buy
2017
Q2
$919K Buy