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

Altium Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$210K	Hold
2021 Q4	$227K	Buy
2021 Q3	$217K	Hold
2021 Q2	$226K	Hold
2021 Q1	$216K	Buy
2018 Q4	–	Sell
2018 Q3	$294K	Sell
2018 Q2	$297K	Buy