WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $662K | Sell |
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|
2023
Q2 | $749K | Sell |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q2 | $666K | Sell |
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|
2022
Q1 | $846K | Buy |
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|
2021
Q4 | $557K | Sell |
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|
2021
Q3 | $555K | Sell |
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|
2021
Q2 | $633K | Buy |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $339K | Sell |
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|
2020
Q3 | $516K | Sell |
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|
2020
Q2 | $497K | Sell |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q4 | $2.04M | Sell |
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|
2019
Q3 | $2.44M | Buy |
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|
2019
Q2 | $2.21M | Sell |
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|
2019
Q1 | $3.65M | Buy |
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|
2018
Q4 | $2.87M | Buy |
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|
2018
Q3 | $3.46M | Buy |
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|
2018
Q2 | $2.74M | Buy |
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|
2018
Q1 | $2.24M | Buy |
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|
2017
Q4 | $1.98M | Buy |
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|
2017
Q3 | $1.91M | Buy |
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|
2017
Q2 | $1.7M | Buy |
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|
2017
Q1 | $1.66M | Buy |
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|
2016
Q4 | $351K | Buy |
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