WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-8
| Closed | – | – | 2134 |
|
|
2014
Q2 | $0 | Sell |
8
-6,696
| -100% | – | ﹤0.01% | 2038 |
|
|
2014
Q1 | $90K | Buy |
6,704
+28
| +0.4% | +$376 | 0.02% | 675 |
|
|
2013
Q4 | $88K | Sell |
6,676
-2,152
| -24% | -$28.4K | 0.01% | 793 |
|
|
2013
Q3 | $106K | Buy |
8,828
+24
| +0.3% | +$288 | 0.02% | 690 |
|
|
2013
Q2 | $97K | Buy |
+8,804
| New | +$97K | 0.02% | 676 |
|