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Heritage Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Heritage Financial Services’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,920
Closed -$56K – 391
2022
Q2 		$56K Buy
+2,920
New +$56K 0.03% 156