Adero Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Adero Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$329K	Buy
2024 Q4	$355K	Hold
2024 Q3	$354K	Hold
2024 Q2	$326K	Buy
2024 Q1	$241K	Hold
2023 Q4	$231K	Sell
2023 Q3	$204K	Buy
2020 Q2	–	Sell
2020 Q1	$237K	Sell
2019 Q4	$389K	Buy