Criterion Capital Advisors’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
2024 Q4	$410K	Sell	8,637 -8,637	-50%	-$410K	0.26%	59
2024 Q3	$410K	Hold	17,274	–	–	0.26%	59
2024 Q2	$410K	Sell	17,274 -830	-5%	-$19.7K	0.26%	59
2024 Q1	$446K	Sell	18,104 -94	-0.5%	-$2.31K	0.3%	56
2023 Q4	$430K	Buy	+18,198	New	+$430K	0.31%	57