Stanford Investment Group’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
2017
Q1
Sell
2016
Q4
$316K Buy
2016
Q3
$296K Sell
2016
Q2
$303K Hold
2016
Q1
$292K Sell
2015
Q4
$655K Buy
2015
Q3
$5K Buy
2015
Q2
$6K Hold
2015
Q1
$6K Hold
2014
Q4
$6K Buy