Moss Adams Wealth Advisors’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
Q4
Sell
-216
Closed -$4.49K 158
2023
Q3
$4.49K Buy
+216
New +$4.49K ﹤0.01% 151
2023
Q1
Sell
-44
Closed -$892 202
2022
Q4
$892 Buy
+44
New +$892 ﹤0.01% 172