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Accelerate Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Accelerate Investment Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.33M Buy
91,941
+5,733
+7% +$145K 1.73% 12
2025
Q1 		$2.02M Buy
86,208
+1,347
+2% +$31.6K 1.69% 12
2024
Q4 		$2.19M Buy
84,861
+44,263
+109% +$1.14M 1.94% 10
2024
Q3 		$2.09M Buy
+40,598
New +$2.09M 2.04% 10