TRUADVICE’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 |
-10,884
| Closed | -$237K | – | 151 |
|
|
2022
Q1 | $237K | Buy |
10,884
+504
| +5% | +$11K | 0.13% | 122 |
|
|
2021
Q4 | $245K | Buy |
10,380
+1,688
| +19% | +$39.8K | 0.23% | 102 |
|
|
2021
Q3 | $239K | Sell |
8,692
-45,472
| -84% | -$1.25M | 0.22% | 109 |
|
|
2021
Q2 | $1.35M | Buy |
54,164
+15,556
| +40% | +$388K | 0.3% | 83 |
|
|
2021
Q1 | $1M | Sell |
38,608
-45,236
| -54% | -$1.17M | 0.3% | 78 |
|
|
2020
Q4 | $1.98M | Buy |
+83,844
| New | +$1.98M | 0.6% | 37 |
|