Planning Capital Management Corporation’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
$102K Buy
2024
Q2
$90.7K Buy
2024
Q1
$92.2K Sell
2023
Q4
$124K Buy