Birchbrook’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
$294K Hold
2025
Q2
$266K Hold
2025
Q1
$246K Hold
2024
Q4
$272K Hold
2024
Q3
$271K Hold
2024
Q2
$250K Hold
2024
Q1
$259K Hold
2023
Q4
$248K Buy