Colton Groome Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$210K	Buy	+8,311	New	+$210K	0.07%	128
2021 Q2	–	Sell	-9,576	Closed	-$239K	–	103
2021 Q1	$239K	Buy	+9,576	New	+$239K	0.13%	64