SAM
SignalPoint Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $257K | Buy |
9,936
+4,679
| +89% | +$121K | 0.06% | 219 |
|
|
2024
Q3 | $270K | Buy |
5,257
+390
| +8% | +$20K | 0.06% | 215 |
|
|
2024
Q2 | $231K | Buy |
+4,867
| New | +$231K | 0.06% | 230 |
|
|
2021
Q3 | – | Sell |
-1,949
| Closed | -$203K | – | 234 |
|
|
2021
Q2 | $203K | Buy |
+1,949
| New | +$203K | 0.07% | 216 |
|
|
2020
Q1 | – | Sell |
-5,447
| Closed | -$412K | – | 191 |
|
|
2019
Q4 | $412K | Buy |
5,447
+1,476
| +37% | +$112K | 0.17% | 115 |
|
|
2019
Q3 | $277K | Buy |
+3,971
| New | +$277K | 0.12% | 179 |
|