Winfield Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-800
| Closed | -$14K | – | 542 |
|
|
2017
Q4 | $14K | Hold |
800
| – | – | 0.01% | 378 |
|
|
2017
Q3 | $13K | Hold |
800
| – | – | 0.01% | 379 |
|
|
2017
Q2 | $13K | Hold |
800
| – | – | 0.01% | 364 |
|
|
2017
Q1 | $13K | Hold |
800
| – | – | 0.01% | 355 |
|
|
2016
Q4 | $12K | Hold |
800
| – | – | 0.01% | 343 |
|
|
2016
Q3 | $12K | Hold |
800
| – | – | 0.01% | 322 |
|
|
2016
Q2 | $11K | Buy |
+800
| New | +$11K | 0.01% | 317 |
|