StrategIQ Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $224K | Buy |
+9,492
| New | +$224K | 0.03% | 295 |
|
|
2023
Q3 | – | Sell |
-9,472
| Closed | -$207K | – | 311 |
|
|
2023
Q2 | $207K | Buy |
+9,472
| New | +$207K | 0.02% | 295 |
|
|
2020
Q1 | – | Sell |
-16,928
| Closed | -$320K | – | 195 |
|
|
2019
Q4 | $320K | Hold |
16,928
| – | – | 0.08% | 161 |
|
|
2019
Q3 | $295K | Buy |
16,928
+1,456
| +9% | +$25.4K | 0.08% | 158 |
|
|
2019
Q2 | $276K | Sell |
15,472
-240
| -2% | -$4.28K | 0.08% | 161 |
|
|
2019
Q1 | $275K | Buy |
+15,712
| New | +$275K | 0.08% | 156 |
|