Transamerica 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2
| Closed | -$1K | – | 681 |
|
|
2023
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 560 |
|
|
2023
Q3 | $1K | Sell |
2
-730
| -100% | -$365K | ﹤0.01% | 581 |
|
|
2023
Q2 | $17K | Hold |
732
| – | – | ﹤0.01% | 294 |
|
|
2023
Q1 | $16K | Buy |
732
+98
| +15% | +$2.14K | ﹤0.01% | 309 |
|
|
2022
Q4 | $13K | Buy |
634
+632
| +31,600% | +$13K | ﹤0.01% | 315 |
|
|
2022
Q3 | $1K | Sell |
2
-168
| -99% | -$84K | ﹤0.01% | 584 |
|
|
2022
Q2 | $4K | Buy |
+170
| New | +$4K | ﹤0.01% | 352 |
|
|
2019
Q3 | – | Sell |
-232
| Closed | -$5K | – | 440 |
|
|
2019
Q2 | $5K | Buy |
+232
| New | +$5K | ﹤0.01% | 344 |
|