Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $48K | Hold |
1,856
| – | – | 0.01% | 297 |
|
|
2024
Q3 | $47.8K | Hold |
1,856
| – | – | 0.01% | 311 |
|
|
2024
Q2 | $44K | Hold |
1,856
| – | – | 0.01% | 306 |
|
|
2024
Q1 | $45.7K | Hold |
1,856
| – | – | 0.01% | 298 |
|
|
2023
Q4 | $43.8K | Hold |
1,856
| – | – | 0.01% | 296 |
|
|
2023
Q3 | $38.4K | Hold |
1,856
| – | – | 0.01% | 316 |
|
|
2023
Q2 | $40.6K | Hold |
1,856
| – | – | 0.01% | 313 |
|
|
2023
Q1 | $38.9K | Hold |
1,856
| – | – | 0.01% | 320 |
|
|
2022
Q4 | $37.6K | Hold |
1,856
| – | – | 0.01% | 326 |
|
|
2022
Q3 | $36K | Hold |
1,856
| – | – | 0.01% | 338 |
|
|
2022
Q2 | $36K | Hold |
1,856
| – | – | 0.01% | 331 |
|
|
2022
Q1 | $44K | Hold |
1,856
| – | – | 0.01% | 298 |
|
|
2021
Q4 | $48K | Hold |
1,856
| – | – | 0.01% | 297 |
|
|
2021
Q3 | $46K | Hold |
1,856
| – | – | 0.01% | 279 |
|
|
2021
Q2 | $48K | Buy |
1,856
+20
| +1% | +$517 | 0.01% | 271 |
|
|
2021
Q1 | $46 | Sell |
1,836
-20
| -1% | -$1 | 0.01% | 281 |
|
|
2020
Q4 | $41K | Hold |
1,856
| – | – | 0.01% | 274 |
|
|
2020
Q3 | $32K | Hold |
1,856
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $30K | Hold |
1,856
| – | – | 0.01% | 301 |
|
|
2020
Q1 | $24K | Hold |
1,856
| – | – | 0.01% | 303 |
|
|
2019
Q4 | $35K | Buy |
+1,856
| New | +$35K | 0.01% | 290 |
|