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

IBEX Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-740
Closed -$11K – 327
2016
Q4 		$11K Buy
+740
New +$11K 0.01% 279