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EPIQ Capital Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

EPIQ Capital Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-59,000
Closed -$760K – 48
2020
Q1 		$760K Buy
59,000
+264
+0.4% +$4.49K 0.22% 24
2019
Q4 		$1.11M Buy
+58,736
New +$1.06M 0.27% 24

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PCA
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Charles Schwab
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Financial Engines Advisors
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Wealth Enhancement Advisory Services
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FMT
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UBS Group
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Mariner
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