Valicenti Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $329K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $341K | Sell |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $356K | Sell |
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|
2022
Q1 | $441K | Sell |
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|
2021
Q4 | $593K | Sell |
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|
2021
Q3 | $652K | Sell |
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|
2021
Q2 | $2M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $824K | Sell |
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|
2020
Q2 | $809K | Buy |
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|
2020
Q1 | $633K | Sell |
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|
2019
Q4 | $1.48M | Buy |
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|
2019
Q3 | $1.33M | Buy |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.24M | Buy |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $941K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.63M | Buy |
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|
2017
Q3 | $2.52M | Buy |
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|
2017
Q2 | $2.34M | Buy |
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|
2017
Q1 | $2.24M | Buy |
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|
2016
Q4 | $1.84M | Buy |
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|
2016
Q3 | $1.56M | Buy |
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