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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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