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

Trellis Advisors’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
2023 Q4	–	Sell
2023 Q3	$364K	Buy
2023 Q2	$367K	Sell
2023 Q1	$353K	Sell
2022 Q4	$394K	Buy
2022 Q3	$245K	Buy
2022 Q2	$226K	Buy