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Lee Financial Group Hawaii’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lee Financial Group Hawaii’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-151,256
Closed -$2.88M – 33
2018
Q3 		$2.88M Sell
151,256
-4,076
-3% -$77.7K 2.56% 16
2018
Q2 		$2.86M Buy
155,332
+824
+0.5% +$14.9K 2.64% 15
2018
Q1 		$2.67M Sell
154,508
-2,944
-2% -$51.9K 2.57% 14
2017
Q4 		$2.75M Buy
+157,452
New +$2.7M 2.55% 15

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AB
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TAT
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