Clear Creek Financial Management’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
-23,824
Closed -$453K 185
2019
Q4
$453K Buy
23,824
+5,208
+28% +$99K 0.18% 68
2019
Q3
$336K Sell
18,616
-184
-1% -$3.32K 0.16% 77
2019
Q2
$337K Buy
+18,800
New +$337K 0.14% 84