HeadInvest LLC’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
2023
Q4
Sell
-6,256
Closed -$128K 597
2023
Q3
$128K Buy
+6,256
New +$128K 0.03% 258