Shone Asset 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
Q4
$338K Sell
15,392
-368
-2% -$8.08K 0.26% 30
2020
Q3
$292K Sell
15,760
-780
-5% -$14.5K 0.26% 27
2020
Q2
$282K Buy
16,540
+56
+0.3% +$955 0.28% 27
2020
Q1
$241K Buy
+16,484
New +$241K 0.29% 29