Allium Financial 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	$271K	Buy	10,715 +33	+0.3%	+$835	0.2%	67
2025 Q1	$250K	Buy	+10,682	New	+$250K	0.23%	65