Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $233K | Buy |
12,224
+88
| +0.7% | +$1.68K | ﹤0.01% | 489 |
|
|
2018
Q2 | $223K | Sell |
12,136
-4,052
| -25% | -$74.5K | ﹤0.01% | 484 |
|
|
2018
Q1 | $280K | Sell |
16,188
-820
| -5% | -$14.2K | ﹤0.01% | 450 |
|
|
2017
Q4 | $297K | Buy |
17,008
+2,528
| +17% | +$44.1K | ﹤0.01% | 431 |
|
|
2017
Q3 | $244K | Buy |
+14,480
| New | +$244K | ﹤0.01% | 457 |
|
|
2015
Q4 | – | Sell |
-20
| Closed | – | – | 902 |
|
|
2015
Q3 | $0 | Sell |
20
-144
| -88% | – | ﹤0.01% | 1401 |
|
|
2015
Q2 | $2K | Sell |
164
-56
| -25% | -$683 | ﹤0.01% | 1189 |
|
|
2015
Q1 | $3K | Buy |
220
+152
| +224% | +$2.07K | ﹤0.01% | 937 |
|
|
2014
Q4 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 630 |
|