CFC Planning Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CFC Planning Company’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	$443K	Buy
2025 Q2	$266K	Buy
2025 Q1	$210K	Sell
2024 Q4	$232K	Buy