Truvvo Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Truvvo Partners’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
2018 Q2	–	Sell
2018 Q1	$6.69M	Buy
2017 Q4	$6.75M	Hold
2017 Q3	$6.08M	Buy
2017 Q2	$5.32M	Buy