UWM
USAdvisors Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,475
| Closed | -$792K | – | 91 |
|
|
2019
Q4 | $792K | Sell |
10,475
-84,024
| -89% | -$6.35M | 0.41% | 37 |
|
|
2019
Q3 | $6.59M | Buy |
94,499
+853
| +0.9% | +$59.5K | 3.4% | 14 |
|
|
2019
Q2 | $6.69K | Buy |
93,646
+3,256
| +4% | +$233 | 2.87% | 13 |
|
|
2019
Q1 | $6.32M | Buy |
90,390
+2,109
| +2% | +$147K | 4.49% | 12 |
|
|
2018
Q4 | $5.36M | Sell |
88,281
-9,392
| -10% | -$570K | 4.38% | 12 |
|
|
2018
Q3 | $7.44M | Buy |
97,673
+8,988
| +10% | +$685K | 5.33% | 9 |
|
|
2018
Q2 | $6.52M | Buy |
88,685
+90
| +0.1% | +$6.62K | 4.93% | 9 |
|
|
2018
Q1 | $6.13M | Buy |
88,595
+8,767
| +11% | +$606K | 4.86% | 10 |
|
|
2017
Q4 | $5.57M | Buy |
+79,828
| New | +$5.57M | 4.76% | 10 |
|