Poehling Capital Management’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
2020
Q1
Sell
-28,400
Closed -$537K 114
2019
Q4
$537K Hold
28,400
0.35% 64
2019
Q3
$495K Buy
+28,400
New +$495K 0.36% 64