Grey Fox Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,468
Closed -$30.8K 426
2023
Q1
$30.8K Buy
1,468
+4
+0.3% +$84 0.02% 231
2022
Q4
$29.7K Buy
+1,464
New +$29.7K 0.02% 203