Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.67M | Buy |
|
|||||
|
2023
Q3 | $5.4M | Buy |
|
|||||
|
2023
Q2 | $5M | Buy |
|
|||||
|
2023
Q1 | $4.43M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $802K | Buy |
|
|||||
|
2020
Q3 | $575K | Buy |
|
|||||
|
2020
Q2 | $532K | Buy |
|
|||||
|
2020
Q1 | $230K | Hold |
|
|||||
|
2019
Q4 | $337K | Hold |
|
|||||
|
2019
Q3 | $311K | Hold |
|
|||||
|
2019
Q2 | $318K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $280K | Buy |
|
|||||
|
2018
Q3 | $345K | Sell |
|
|||||
|
2018
Q2 | $347K | Buy |
|
|||||
|
2018
Q1 | $315K | Sell |
|
|||||
|
2017
Q4 | $428K | Buy |
|
|||||
|
2017
Q3 | $413K | Buy |
|
|||||
|
2017
Q2 | $228K | Sell |
|
|||||
|
2017
Q1 | $226K | Sell |
|
|||||
|
2016
Q4 | $569K | Sell |
|
|||||
|
2016
Q3 | $570K | Buy |
|
|||||
|
2016
Q2 | $521K | Buy |
|
|||||
|
2016
Q1 | $496K | Sell |
|
|||||
|
2015
Q4 | $1.65M | Buy |
|
|||||
|
2015
Q3 | $572K | Buy |
|
|||||
|
2015
Q2 | $398K | Buy |
|