Realta Investment Advisors’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,603	Closed	-$129K	–	1189
2019 Q4	$129K	Buy	6,603 +18	+0.3%	+$352	0.04%	438
2019 Q3	$124K	Sell	6,585 -384	-6%	-$7.23K	0.03%	443
2019 Q2	$134K	Buy	+6,969	New	+$134K	0.04%	427