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Trivium Point Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Trivium Point Advisory’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,139
Closed -$219K – 254
2021
Q4 		$219K Buy
+2,139
New +$219K 0.05% 222