Hart & Patterson Financial Group’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
Q4
$6.55M Sell
2024
Q3
$6.93M Sell
2024
Q2
$6.58M Sell
2024
Q1
$6.87M Sell
2023
Q4
$6.8M Buy