Southern Wealth Management’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
Q1 | $2.68M | Buy |
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|
2022
Q4 | $2.58M | Sell |
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|
2022
Q3 | $2.93M | Buy |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $2.9M | Buy |
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|
2021
Q4 | $3.06M | Sell |
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|
2021
Q3 | $5.41M | Buy |
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|
2021
Q2 | $5.48M | Buy |
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|
2021
Q1 | $5.29M | Sell |
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|
2020
Q4 | $4.92M | Buy |
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|
2020
Q3 | $3.74M | Buy |
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|
2020
Q2 | $2.72M | Buy |
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|
2020
Q1 | $1.47M | Buy |
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|
2019
Q4 | $852K | Buy |
|