Teamwork Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-42,468
| Closed | -$1.01M | – | 245 |
|
|
2022
Q1 | $1.01M | Buy |
42,468
+12,260
| +41% | +$290K | 0.19% | 99 |
|
|
2021
Q4 | $773K | Buy |
30,208
+4,156
| +16% | +$106K | 0.14% | 142 |
|
|
2021
Q3 | $652K | Buy |
26,052
+3,776
| +17% | +$94.5K | 0.13% | 126 |
|
|
2021
Q2 | $580K | Sell |
22,276
-4,740
| -18% | -$123K | 0.12% | 138 |
|
|
2021
Q1 | $673K | Sell |
27,016
-14,420
| -35% | -$359K | 0.16% | 122 |
|
|
2020
Q4 | $922K | Sell |
41,436
-8,076
| -16% | -$180K | 0.22% | 92 |
|
|
2020
Q3 | $846K | Buy |
49,512
+3,520
| +8% | +$60.1K | 0.26% | 83 |
|
|
2020
Q2 | $751K | Buy |
+45,992
| New | +$751K | 0.27% | 85 |
|