Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $552K | Sell |
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|
2021
Q4 | $636K | Buy |
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|
2021
Q3 | $605K | Sell |
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|
2021
Q2 | $670K | Buy |
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|
2021
Q1 | $641K | Buy |
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|
2020
Q4 | $572K | Sell |
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|
2020
Q3 | $482K | Sell |
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|
2020
Q2 | $467K | Sell |
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|
2020
Q1 | $437K | Buy |
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|
2019
Q4 | $623K | Sell |
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|
2019
Q3 | $636K | Sell |
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|
2019
Q2 | $1.11M | Sell |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $695K | Sell |
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|
2018
Q3 | $944K | Buy |
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