Emergent Wealth Advisors, LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$256K Buy
2025
Q2
$230K Sell
2025
Q1
$218K Buy
2024
Q4
$234K Buy