Successful Portfolios’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,628
| Closed | -$203K | – | 166 |
|
|
2019
Q3 | $203K | Sell |
11,628
-5,080
| -30% | -$88.7K | 0.19% | 144 |
|
|
2019
Q2 | $299K | Sell |
16,708
-1,168
| -7% | -$20.9K | 0.32% | 92 |
|
|
2019
Q1 | $313K | Buy |
17,876
+1,660
| +10% | +$29.1K | 0.34% | 90 |
|
|
2018
Q4 | $246K | Sell |
16,216
-1,436
| -8% | -$21.8K | 0.31% | 98 |
|
|
2018
Q3 | $336K | Buy |
17,652
+4,104
| +30% | +$78.1K | 0.37% | 85 |
|
|
2018
Q2 | $249K | Buy |
+13,548
| New | +$249K | 0.29% | 106 |
|