Doyle Wealth 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
2019
Q3
Sell
-1,600
Closed -$29K 645
2019
Q2
$29K Buy
+1,600
New +$29K ﹤0.01% 460
2019
Q1
Sell
-1,600
Closed -$24K 630
2018
Q4
$24K Buy
+1,600
New +$24K ﹤0.01% 487