Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10
Closed -$207 – 414
2023
Q3 		$207 Buy
+10
New +$207 ﹤0.01% 553