Accredited Wealth Management’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	$25.4K	Hold	1,002	–	–	0.02%	183
2025 Q1	$23.5K	Hold	1,002	–	–	0.02%	168
2024 Q4	$25.9K	Buy	+1,002	New	+$25.9K	0.02%	178