CCG Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CCG Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$239K	Buy
2021 Q4	–	Sell
2021 Q3	$1.14M	Buy
2020 Q1	–	Sell
2019 Q4	$284K	Sell
2019 Q3	$286K	Hold
2019 Q2	$293K	Sell
2019 Q1	$297K	Sell
2018 Q4	$294K	Buy