Zullo Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-364
| Closed | -$7.37K | – | 593 |
|
|
2022
Q4 | $7.37K | Hold |
364
| – | – | ﹤0.01% | 536 |
|
|
2022
Q3 | $7K | Hold |
364
| – | – | ﹤0.01% | 548 |
|
|
2022
Q2 | $7K | Hold |
364
| – | – | ﹤0.01% | 565 |
|
|
2022
Q1 | $9K | Sell |
364
-48
| -12% | -$1.19K | ﹤0.01% | 559 |
|
|
2021
Q4 | $11K | Buy |
+412
| New | +$11K | 0.01% | 517 |
|