Morton Brown Family Wealth’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 Q2	–	Sell	-222	Closed	-$5.47K	–	231
2024 Q1	$5.47K	Hold	222	–	–	﹤0.01%	174
2023 Q4	$5.24K	Buy	+222	New	+$5.24K	﹤0.01%	209
2022 Q3	–	Sell	-196	Closed	-$4K	–	316
2022 Q2	$4K	Buy	+196	New	+$4K	﹤0.01%	167