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Kiely Wealth Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kiely Wealth Advisory Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$14K Sell
524
-524
-50% -$14K 0.01% 180
2024
Q3 		$14.5K Buy
1,048
+524
+100% +$7.24K 0.01% 177
2024
Q2 		$12.6K Hold
524
– – 0.01% 170
2024
Q1 		$12.3K Hold
524
– – 0.01% 156
2023
Q4 		$12.2K Buy
+524
New +$12.2K 0.01% 153