BFSG LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$139K Sell
2025
Q2
$131K Sell
2025
Q1
$130K Sell
2024
Q4
$161K Sell
2024
Q3
$165K Sell
2024
Q2
$157K Sell
2024
Q1
$167K Sell
2023
Q4
$162K Buy