Lenox Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lenox Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$134K	Sell
2021 Q4	$182K	Buy
2021 Q3	$157K	Buy
2021 Q2	$153K	Sell
2021 Q1	$155K	Buy
2020 Q4	$27K	Hold
2020 Q3	$20K	Sell
2020 Q2	$29K	Buy
2020 Q1	$0	Hold
2019 Q4	$0	Hold
2019 Q3	$0	Buy