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Brightwater Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Brightwater Advisory’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-174,106
Closed -$4.82M – 62
2023
Q4 		$4.82M Buy
+174,106
New +$4.82M 4.07% 9