West Financial Advisors’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
2021 Q2	–	Sell	-104	Closed	-$3K	–	153
2021 Q1	$3K	Hold	104	–	–	﹤0.01%	137
2020 Q4	$2K	Buy	+104	New	+$2K	﹤0.01%	140