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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$309K Hold
2024
Q1
$320K Sell
2023
Q4
$350K Buy
2022
Q2
Sell
2022
Q1
$282K Buy