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Redmont Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Redmont Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,000
Closed -$205K – 125
2021
Q4 		$205K Buy
+8,000
New +$205K 0.22% 105