Marshall Financial Group (Maryland)’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
2023 Q2	–	Sell	-10,034	Closed	-$210K	–	180
2023 Q1	$210K	Sell	10,034 -620	-6%	-$13K	0.08%	167
2022 Q4	$216K	Buy	+10,654	New	+$216K	0.08%	163
2022 Q3	–	Sell	-11,250	Closed	-$219K	–	180
2022 Q2	$219K	Buy	+11,250	New	+$219K	0.09%	172