Clear Point Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Clear Point Advisors’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	$939K	Buy
2025 Q4	$917K	Sell
2025 Q3	$939K	Sell
2025 Q2	$873K	Sell
2025 Q1	$840K	Sell
2024 Q4	$936K	Buy
2024 Q3	$931K	Sell
2024 Q2	$871K	Hold
2024 Q1	$904K	Sell
2023 Q4	$884K	Buy