Integrated Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Integrated Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$885K	Buy
2016 Q4	$753K	Buy
2016 Q3	$514K	Buy
2016 Q2	$354K	Buy
2016 Q1	$110K	Buy
2015 Q4	$36K	Buy
2015 Q3	$35K	Sell
2015 Q2	$45K	Buy
2015 Q1	$27K	Buy