Compass Ion Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Compass Ion 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	$246K	Sell
2025 Q1	$297K	Sell
2024 Q4	$516K	Sell
2024 Q3	$554K	Buy