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

Clune & 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 		$257K Buy
10,165
+97
+1% +$2.45K 0.07% 131
2025
Q1 		$236K Buy
10,068
+198
+2% +$4.64K 0.07% 128
2024
Q4 		$255K Buy
+9,870
New +$255K 0.08% 122