Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-63,144
| Closed | -$958K | – | 355 |
|
|
2018
Q4 | $958K | Sell |
63,144
-15,088
| -19% | -$229K | 0.18% | 108 |
|
|
2018
Q3 | $1.49M | Buy |
78,232
+6,324
| +9% | +$120K | 0.24% | 83 |
|
|
2018
Q2 | $1.32M | Buy |
71,908
+6,800
| +10% | +$125K | 0.23% | 93 |
|
|
2018
Q1 | $1.13M | Buy |
65,108
+9,052
| +16% | +$156K | 0.29% | 72 |
|
|
2017
Q4 | $977K | Buy |
56,056
+21,248
| +61% | +$370K | 0.23% | 103 |
|
|
2017
Q3 | $586K | Buy |
+34,808
| New | +$586K | 0.15% | 147 |
|