TAM
Tucker Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $160K | Buy |
6,182
+3,511
| +131% | +$90.8K | 0.02% | 176 |
|
|
2024
Q3 | $138K | Buy |
2,671
+80
| +3% | +$4.12K | 0.03% | 188 |
|
|
2024
Q2 | $123K | Buy |
2,591
+84
| +3% | +$3.99K | 0.03% | 220 |
|
|
2024
Q1 | $123K | Hold |
2,507
| – | – | 0.03% | 238 |
|
|
2023
Q4 | $118K | Sell |
2,507
-239
| -9% | -$11.3K | 0.03% | 191 |
|
|
2023
Q3 | $114K | Buy |
2,746
+2,560
| +1,376% | +$106K | 0.03% | 198 |
|
|
2023
Q2 | $8.15K | Buy |
+186
| New | +$8.15K | ﹤0.01% | 578 |
|
|
2022
Q4 | – | Sell |
-144
| Closed | -$6.03K | – | 901 |
|
|
2022
Q3 | $6.03K | Buy |
+144
| New | +$6.03K | ﹤0.01% | 398 |
|