Planning Solutions Group’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
2019 Q2	$378K	Buy	21,164 +56	+0.3%	+$1K	0.19%	89
2019 Q1	$369K	Hold	21,108	–	–	0.2%	91
2018 Q4	$320K	Buy	+21,108	New	+$320K	0.19%	93