Brass Tax 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 Q2	$697K	Buy	27,567 +3,333	+14%	+$84.3K	0.13%	85
2025 Q1	$568K	Sell	24,234 -2,293	-9%	-$53.7K	0.12%	90
2024 Q4	$686K	Buy	26,527 +231	+0.9%	+$5.97K	0.14%	78
2024 Q3	$677K	Buy	+26,296	New	+$677K	0.15%	72