Stevens First Principles Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,200
| Closed | -$21K | – | 170 |
|
|
2018
Q1 | $21K | Hold |
1,200
| – | – | 0.01% | 120 |
|
|
2017
Q4 | $21K | Buy |
+1,200
| New | +$21K | 0.01% | 137 |
|
|
2017
Q1 | – | Sell |
-68
| Closed | -$1K | – | 172 |
|
|
2016
Q4 | $1K | Hold |
68
| – | – | ﹤0.01% | 165 |
|
|
2016
Q3 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 147 |
|