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