Leading Edge Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,206	Closed	-$202K	–	71
2023 Q2	$202K	Sell	9,206 -1,704	-16%	-$37.3K	0.13%	67
2023 Q1	$229K	Sell	10,910 -28	-0.3%	-$587	0.17%	62
2022 Q4	$222K	Buy	+10,938	New	+$222K	0.19%	61