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Soltis Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Soltis Investment 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
2024
Q1 		– Sell
-158,898
Closed -$3.75M – 310
2023
Q4 		$3.75M Buy
+158,898
New +$3.75M 0.42% 79