1620 Investment 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
2025
Q2
Sell
-338
Closed -$7.92K 709
2025
Q1
$7.92K Hold
338
0.01% 470
2024
Q4
$8.74K Buy
+338
New +$8.74K 0.01% 472