Cornerstone Wealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cornerstone Wealth Group’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	$4.28M	Sell
2025 Q1	$4.26M	Sell
2024 Q4	$5.08M	Buy
2024 Q3	$5M	Sell
2024 Q2	$4.64M	Buy
2024 Q1	$4.75M	Buy