Lederer & Associates Investment Counsel’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
2022
Q1
$256K Sell
2021
Q4
$280K Buy
2021
Q3
$232K Buy
2021
Q2
Sell
2021
Q1
$125K Buy
2018
Q4
Sell
2018
Q3
$232K Hold
2018
Q2
$224K Buy