SVA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $11.6M | Sell |
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|
2020
Q3 | $9.8M | Sell |
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|
2020
Q2 | $9.45M | Sell |
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|
2020
Q1 | $7.78M | Buy |
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|
2019
Q4 | $10.3M | Buy |
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|
2019
Q3 | $9.32M | Buy |
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|
2019
Q2 | $9.54M | Sell |
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|
2019
Q1 | $9.71M | Sell |
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|
2018
Q4 | $11.2M | Buy |
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|
2018
Q3 | $13.6M | Sell |
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|
2018
Q2 | $15.3M | Sell |
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|
2018
Q1 | $14.4M | Buy |
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|
2017
Q4 | $14.9M | Sell |
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|
2017
Q3 | $14.4M | Sell |
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|
2017
Q2 | $13.8M | Buy |
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|
2017
Q1 | $13.5M | Sell |
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|
2016
Q4 | $13.5M | Sell |
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|
2016
Q3 | $12.9M | Sell |
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|
2016
Q2 | $17.1M | Buy |
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|
2016
Q1 | $16.2M | Buy |
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|
2015
Q4 | $14.5M | Buy |
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|
2015
Q3 | $13.4M | Buy |
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|
2015
Q2 | $14.2M | Buy |
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|
2015
Q1 | $13.3M | Buy |
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|
2014
Q4 | $7.71M | Buy |
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|
2014
Q3 | $6.85M | Buy |
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|
2014
Q2 | $7.02M | Sell |
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|
2014
Q1 | $6.94M | Buy |
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|
2013
Q4 | $3.1M | Buy |
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