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Chesley Taft & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Chesley Taft & Associates’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 		$433K Buy
17,114
+2,062
+14% +$52.2K 0.02% 268
2025
Q1 		$353K Buy
+15,052
New +$353K 0.02% 279