WNY Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $670K | Buy |
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|
2022
Q4 | $637K | Sell |
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|
2022
Q3 | $6.1M | Sell |
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|
2022
Q2 | $6.69M | Sell |
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|
2022
Q1 | $8.12M | Buy |
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|
2021
Q4 | $8.45M | Buy |
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|
2021
Q3 | $7.88M | Sell |
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|
2021
Q2 | $8.49M | Buy |
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|
2021
Q1 | $6.92M | Buy |
|