Trust Company of Vermont’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
Q4 | – | Sell |
-3,276
| Closed | -$84.4K | – | 1104 |
|
|
2024
Q3 | $84.4K | Buy |
+3,276
| New | +$84.4K | ﹤0.01% | 432 |
|
|
2022
Q4 | – | Sell |
-1,202
| Closed | -$23K | – | 962 |
|
|
2022
Q3 | $23K | Hold |
1,202
| – | – | ﹤0.01% | 586 |
|
|
2022
Q2 | $23K | Buy |
+1,202
| New | +$23K | ﹤0.01% | 562 |
|
|
2022
Q1 | – | Sell |
-1,544
| Closed | -$40K | – | 658 |
|
|
2021
Q4 | $40K | Buy |
+1,544
| New | +$40K | ﹤0.01% | 512 |
|
|
2021
Q3 | – | Sell |
-1,544
| Closed | -$40K | – | 632 |
|
|
2021
Q2 | $40K | Hold |
1,544
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $38K | Hold |
1,544
| – | – | ﹤0.01% | 497 |
|
|
2020
Q4 | $34K | Buy |
+1,544
| New | +$34K | ﹤0.01% | 491 |
|