Westwind Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $29K | Hold |
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|
2020
Q4 | $25K | Sell |
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|
2020
Q3 | $20K | Hold |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $22K | Sell |
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|
2019
Q3 | $1.93M | Sell |
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|
2019
Q2 | $2.14M | Sell |
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|
2019
Q1 | $2.15M | Sell |
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|
2018
Q4 | $2.12M | Sell |
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|
2018
Q3 | $2.82M | Sell |
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|
2018
Q2 | $2.77M | Buy |
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|
2018
Q1 | $20K | Buy |
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