Livelsberger Financial Advisory’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
-396
Closed -$9.35K 168
2023
Q4
$9.35K Buy
+396
New +$9.35K 0.01% 301