Topel & Distasi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-78,136
| Closed | -$1.58M | – | 73 |
|
|
2022
Q4 | $1.58M | Hold |
78,136
| – | – | 0.89% | 32 |
|
|
2022
Q3 | $1.67M | Hold |
78,136
| – | – | 0.92% | 33 |
|
|
2022
Q2 | $1.52M | Hold |
78,136
| – | – | 0.88% | 33 |
|
|
2022
Q1 | $1.85M | Sell |
78,136
-4,224
| -5% | -$100K | 0.77% | 37 |
|
|
2021
Q4 | $2.11M | Buy |
+82,360
| New | +$2.11M | 0.86% | 39 |
|