Aveo Capital Partners’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 Q2	–	Sell	-17,812	Closed	-$373K	–	354
2023 Q1	$373K	Sell	17,812 -2,082	-10%	-$43.6K	0.05%	237
2022 Q4	$403K	Buy	19,894 +1,526	+8%	+$30.9K	0.06%	218
2022 Q3	$347K	Buy	18,368 +4,470	+32%	+$84.4K	0.06%	196
2022 Q2	$271K	Buy	+13,898	New	+$271K	0.04%	231