AWM
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Able Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Able Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-728
Closed -$17.2K – 472
2023
Q4 		$17.2K Buy
+728
New +$17.2K 0.02% 220