Clearview Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$996K	Buy	34,971 +577	+2%	+$16.3K	0.63%	36
2025 Q3	$960K	Buy	34,394 +962	+3%	+$25.7K	0.61%	37
2025 Q2	$846K	Buy	33,432 +1,179	+4%	+$27.9K	0.59%	40
2025 Q1	$756K	Buy	32,253 +685	+2%	+$17.5K	0.56%	38
2024 Q4	$816K	Buy	31,568 +352	+1%	+$9.37K	0.62%	37
2024 Q3	$804K	Buy	31,216 +3,248	+12%	+$80.6K	0.62%	35
2024 Q2	$664K	Buy	+27,968	New	+$663K	0.58%	40
2023 Q3	–	Sell	-4,886	Closed	-$107K	–	523
2023 Q2	$107K	Sell	4,886 -22	-0.4%	-$459	0.11%	134
2023 Q1	$103K	Sell	4,908 -744	-13%	-$16K	0.1%	145
2022 Q4	$114K	Sell	5,652 -1,366	-19%	-$28K	0.09%	105
2022 Q3	$133K	Sell	7,018 -1,950	-22%	-$40.8K	0.11%	94
2022 Q2	$175K	Sell	8,968 -85,444	-91%	-$1.83M	0.13%	90
2022 Q1	$2.24M	Sell	94,412 -5,924	-6%	-$140K	1.47%	15
2021 Q4	$2.57M	Buy	100,336 +3,688	+4%	+$95.4K	1.57%	14
2021 Q3	$2.42M	Sell	96,648 -2,420	-2%	-$61.5K	1.53%	14
2021 Q2	$2.58M	Buy	99,068 +12,216	+14%	+$312K	1.59%	14
2021 Q1	$2.16M	Buy	+86,852	New	+$2.14M	1.4%	15