Clear Perspectives Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Clear Perspectives Financial Planning’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$25.2K	Sell
2022 Q4	$31.2K	Buy
2022 Q3	$23K	Hold
2022 Q2	$23K	Hold
2022 Q1	$28K	Sell
2021 Q4	$32K	Sell
2021 Q3	$81K	Hold
2021 Q2	$85K	Hold
2021 Q1	$81K	Hold
2020 Q4	$72K	Buy