Carmel Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Carmel Capital Management’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
2024 Q4	–	Sell
2024 Q3	$211K	Buy
2024 Q2	–	Sell
2024 Q1	$202K	Sell
2023 Q4	$203K	Buy
2022 Q2	–	Sell
2022 Q1	$204K	Hold
2021 Q4	$220K	Buy