First Personal Financial Services’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
Q3
$11.7K Buy
+456
New +$11.7K ﹤0.01% 299
2023
Q1
Sell
-58
Closed -$1.18K 429
2022
Q4
$1.18K Sell
58
-154
-73% -$3.12K ﹤0.01% 380
2022
Q3
$4K Buy
+212
New +$4K ﹤0.01% 389