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Altus Wealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Altus Wealth Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,976
Closed -$50K – 155
2021
Q1 		$50K Hold
1,976
– – 0.05% 127
2020
Q4 		$44K Buy
+1,976
New +$44K 0.04% 243