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Stonebridge Financial Planning Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stonebridge Financial Planning Group’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
-1,080
Closed -$24K – 316
2021
Q4 		$24K Hold
1,080
– – 0.01% 287
2021
Q3 		$29K Hold
1,080
– – 0.01% 272
2021
Q2 		$28K Hold
1,080
– – 0.01% 273
2021
Q1 		$27K Buy
+1,080
New +$27K 0.02% 272