Bernardo Wealth Planning’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
2020
Q1
Sell
-10,832
Closed -$204K 155
2019
Q4
$204K Buy
+10,832
New +$204K 0.12% 157
2019
Q1
Sell
-13,284
Closed -$202K 150
2018
Q4
$202K Buy
+13,284
New +$202K 0.18% 124