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West Wealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

West Wealth Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-319,574
Closed -$7.57M – 71
2022
Q1 		$7.57M Sell
319,574
-29,842
-9% -$707K 3.01% 9
2021
Q4 		$8.95M Buy
+349,416
New +$8.95M 3.37% 10