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Core Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Core Wealth Partners’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-12,685
Closed -$297K – 182
2025
Q1 		$297K Buy
12,685
+23
+0.2% +$539 0.17% 120
2024
Q4 		$327K Buy
12,662
+7,438
+142% +$192K 0.19% 112
2024
Q3 		$269K Buy
+5,224
New +$269K 0.16% 127