LifePlan Financial Group’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
2020
Q3
$21K Hold
2020
Q2
$20K Sell
2020
Q1
$24K Buy
2019
Q4
$35K Sell
2019
Q3
$56K Buy
2019
Q2
$33K Buy
2019
Q1
$31K Buy
2018
Q4
$25K Buy
2018
Q3
$31K Buy
2018
Q2
$19K Hold
2018
Q1
$17K Buy