Greenleaf Trust’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
2022
Q2
Sell
-14,620
Closed -$346K 773
2022
Q1
$346K Buy
14,620
+340
+2% +$8.05K ﹤0.01% 540
2021
Q4
$366K Hold
14,280
﹤0.01% 535
2021
Q3
$357K Buy
+14,280
New +$357K ﹤0.01% 517