TrueWealth LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$113K Sell
2020
Q1
$141K Buy
2019
Q4
$34K Sell
2019
Q3
$45K Sell
2019
Q2
$46K Buy
2019
Q1
$45K Sell
2018
Q4
$50K Sell
2018
Q3
$64K Buy
2018
Q2
$62K Hold
2018
Q1
$58K Buy
2017
Q4
$59K Buy