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Telemus Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Telemus Capital’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		$365K Buy
15,446
+4,924
+47% +$116K 0.03% 265
2023
Q3 		$218K Hold
10,522
– – 0.02% 286
2023
Q2 		$230K Hold
10,522
– – 0.02% 300
2023
Q1 		$221K Hold
10,522
– – 0.02% 300
2022
Q4 		$218K Buy
+10,522
New +$218K 0.02% 311