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

Concert Wealth Management’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
2017 Q3	–	Sell
2017 Q2	$249K	Sell
2017 Q1	$259K	Buy
2016 Q4	$209K	Buy
2016 Q3	$131K	Buy
2015 Q4	–	Sell
2015 Q3	$255K	Buy
2015 Q2	$203K	Buy
2014 Q4	–	Sell
2014 Q3	$377K	Sell
2014 Q2	$404K	Buy