Shepherd Kaplan Krochuk’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$4.4M	Sell
2021 Q4	$5.33M	Sell
2021 Q3	$6.12M	Sell
2021 Q2	$6.69M	Buy
2021 Q1	$6.35M	Sell
2020 Q4	$11.6M	Buy
2020 Q3	$6M	Buy
2020 Q2	$4.88M	Buy