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SignalPoint Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SignalPoint Asset Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$257K Sell
9,936
-578
-5% -$15.4K 0.06% 219
2024
Q3 		$270K Buy
10,514
+780
+8% +$19.4K 0.06% 215
2024
Q2 		$231K Buy
+9,734
New +$231K 0.06% 230
2021
Q3 		– Sell
-7,796
Closed -$203K – 234
2021
Q2 		$203K Buy
+7,796
New +$199K 0.07% 216
2020
Q1 		– Sell
-21,788
Closed -$412K – 191
2019
Q4 		$412K Buy
21,788
+5,904
+37% +$107K 0.17% 115
2019
Q3 		$277K Buy
+15,884
New +$280K 0.12% 179

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