Coordinated Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Coordinated Financial Services’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$326K	Buy
2025 Q4	$317K	Buy
2025 Q3	$250K	Buy
2025 Q2	$221K	Buy
2025 Q1	$204K	Buy
2024 Q4	$214K	Buy
2024 Q2	–	Sell
2024 Q1	$202K	Buy