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

CAP Partners LLC’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	$618K	Sell
2025 Q2	$581K	Sell
2025 Q1	$607K	Sell
2024 Q4	$717K	Sell
2024 Q3	$718K	Sell
2024 Q2	$697K	Sell
2024 Q1	$772K	Buy
2023 Q4	$731K	Buy