Sensible Financial Planning & 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
2015
Q3
Sell
-5,180
Closed -$74K 81
2015
Q2
$74K Buy
+5,180
New +$74K 0.06% 39
2015
Q1
Sell
-2,600
Closed -$36K 54
2014
Q4
$36K Sell
2,600
-1,620
-38% -$22.4K 0.04% 45
2014
Q3
$54K Buy
+4,220
New +$54K 0.05% 38