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Alteri Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Alteri Wealth’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$273K Sell
10,788
-1,862
-15% -$47.1K 0.11% 210
2025
Q1 		$296K Sell
12,650
-606
-5% -$14.2K 0.13% 184
2024
Q4 		$343K Buy
+13,256
New +$343K 0.09% 166