LGT Financial Advisors’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
2024 Q1	–	Sell	-962	Closed	-$22.7K	–	852
2023 Q4	$22.7K	Hold	962	–	–	0.03%	327
2023 Q3	$19.9K	Buy	962 +4	+0.4%	+$83	0.03%	341
2023 Q2	$21K	Buy	+958	New	+$21K	0.02%	182