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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$266K Buy
10,508
+1,542
+17% +$39K 0.25% 55
2025
Q1 		$210K Sell
8,966
-23
-0.3% -$539 0.23% 73
2024
Q4 		$232K Buy
+8,989
New +$232K 0.25% 58