Coordinated Financial Services’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	$221K	Buy	8,727 +24	+0.3%	+$607	0.15%	139
2025 Q1	$204K	Buy	8,703 +417	+5%	+$9.77K	0.16%	134
2024 Q4	$214K	Buy	+8,286	New	+$214K	0.17%	131
2024 Q2	–	Sell	-8,202	Closed	-$202K	–	132
2024 Q1	$202K	Buy	+8,202	New	+$202K	0.18%	127