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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-128
Closed -$3.04K 636
2024
Q2
$3.04K Hold
128
﹤0.01% 362
2024
Q1
$3.16K Hold
128
﹤0.01% 359
2023
Q4
$3.02K Buy
+128
New +$3.02K ﹤0.01% 380