Atlas Private Wealth 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
2021
Q3
Sell
2021
Q2
$284K Hold
2021
Q1
$272K Sell
2020
Q4
$252K Sell
2020
Q3
$242K Sell
2020
Q2
$262K Sell
2020
Q1
$218K Sell
2019
Q4
$352K Buy