Bluestem Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bluestem Financial Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.25M	Sell
2025 Q2	$2.05M	Buy
2025 Q1	$442K	Sell
2024 Q4	$505K	Buy
2024 Q3	$503K	Buy
2024 Q2	$464K	Sell
2024 Q1	$505K	Buy
2023 Q4	$476K	Buy