Centric Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Centric Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell
2020 Q3	$747K	Buy
2020 Q2	–	Sell
2020 Q1	$747K	Sell
2019 Q4	$1.54M	Buy
2019 Q3	$747K	Buy
2019 Q1	–	Sell
2018 Q4	$908K	Buy