Insight Wealth Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-27,828	Closed	-$696K	–	185
2021 Q3	$696K	Buy	27,828 +2,512	+10%	+$62.8K	0.1%	131
2021 Q2	$659K	Buy	25,316 +3,332	+15%	+$86.7K	0.09%	129
2021 Q1	$548K	Buy	+21,984	New	+$548K	0.07%	140