Planning Capital Management Corporation’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 Q3	$102K	Buy	3,970 +146	+4%	+$3.76K	0.07%	133
2024 Q2	$90.7K	Buy	3,824 +80	+2%	+$1.9K	0.06%	142
2024 Q1	$92.2K	Sell	3,744 -1,514	-29%	-$37.3K	0.07%	134
2023 Q4	$124K	Buy	+5,258	New	+$124K	0.1%	114