Valtinson Bruner Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,148
| Closed | -$202K | – | 78 |
|
|
2020
Q1 | $202K | Sell |
14,148
-2,228
| -14% | -$31.8K | 0.16% | 69 |
|
|
2019
Q4 | $309K | Hold |
16,376
| – | – | 0.22% | 56 |
|
|
2019
Q3 | $283K | Hold |
16,376
| – | – | 0.23% | 53 |
|
|
2019
Q2 | $293K | Hold |
16,376
| – | – | 0.25% | 41 |
|
|
2019
Q1 | $286K | Hold |
16,376
| – | – | 0.25% | 36 |
|
|
2018
Q4 | $248K | Buy |
+16,376
| New | +$248K | 0.26% | 33 |
|