Sutton Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.26M | Sell |
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|
2023
Q2 | $4.65M | Sell |
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|
2023
Q1 | $4.52M | Sell |
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|
2022
Q4 | $4.48M | Sell |
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|
2022
Q3 | $4.22M | Sell |
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|
2022
Q2 | $4.41M | Sell |
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|
2022
Q1 | $5.38M | Sell |
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|
2021
Q4 | $5.9M | Sell |
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|
2021
Q3 | $5.78M | Sell |
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|
2021
Q2 | $6.12M | Sell |
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|
2021
Q1 | $5.87M | Buy |
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|
2020
Q4 | $5.21M | Sell |
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|
2020
Q3 | $4.02M | Buy |
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|
2020
Q2 | $3.77M | Sell |
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|
2020
Q1 | $3M | Sell |
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|
2019
Q4 | $4.74M | Buy |
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|
2019
Q3 | $4.16M | Buy |
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|
2019
Q2 | $4.03M | Buy |
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|
2019
Q1 | $3.85M | Buy |
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|
2018
Q4 | $3.26M | Sell |
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|
2018
Q3 | $4.91M | Buy |
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|
2018
Q2 | $4.48M | Buy |
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|
2018
Q1 | $4.06M | Buy |
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|
2017
Q4 | $3.79M | Buy |
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|
2017
Q3 | $3.53M | Buy |
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|
2017
Q2 | $3.19M | Buy |
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|
2017
Q1 | $2.92M | Buy |
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|
2016
Q4 | $2.58M | Buy |
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|
2016
Q3 | $2.38M | Buy |
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|
2016
Q2 | $2.1M | Buy |
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|
2016
Q1 | $1.95M | Buy |
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