McKinley Carter Wealth Services’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
2020
Q1
Sell
-5,412
Closed -$102K 170
2019
Q4
$102K Buy
+5,412
New +$102K 0.02% 169
2018
Q2
Sell
-7,028
Closed -$122K 340
2018
Q1
$122K Buy
+7,028
New +$122K 0.04% 201