Blue Rock Wealth Management’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 Q1	$270K	Sell	11,537 -7,053	-38%	-$165K	0.23%	78
2024 Q4	$481K	Buy	+18,590	New	+$481K	0.51%	37