Wealthspire Advisors (Maryland)’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
2020
Q3
$8.89M Sell
2020
Q2
$9.14M Sell
2020
Q1
$9.62M Sell
2019
Q4
$15.7M Sell
2019
Q3
$22.6M Buy
2019
Q2
$22.1M Buy
2019
Q1
$21M Buy
2018
Q4
$17.6M Sell
2018
Q3
$26.3M Buy
2018
Q2
$24.7M Buy
2018
Q1
$22.6M Buy
2017
Q4
$20.8M Buy
2017
Q3
$18.5M Buy
2017
Q2
$16.7M Buy
2017
Q1
$15M Sell
2016
Q4
$15.5M Sell
2016
Q3
$14.7M Buy
2016
Q2
$13.1M Buy
2016
Q1
$12.2M Buy
2015
Q4
$11.5M Buy