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Dougherty Wealth Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Dougherty Wealth Advisers’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-69
Closed -$5K – 210
2019
Q2 		$5K Hold
69
– – 0.01% 218
2019
Q1 		$5K Hold
69
– – 0.02% 183
2018
Q4 		$5K Buy
+69
New +$5K 0.02% 194