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Cobblestone Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cobblestone Asset Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-213,194
Closed -$5M – 77
2025
Q1 		$5M Buy
213,194
+30,437
+17% +$713K 2.92% 10
2024
Q4 		$4.73M Buy
+182,757
New +$4.73M 3.08% 11