IWP
SCHA icon

Icon Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Icon Wealth Partners’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-13,232
Closed -$252K – 245
2018
Q3 		$252K Buy
+13,232
New +$252K 0.11% 146