Crewe Advisors’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	$17.9K	Buy	708 +565	+395%	+$14.3K	﹤0.01%	387
2025 Q1	$3.35K	Buy	+143	New	+$3.35K	﹤0.01%	515
2024 Q2	–	Sell	-4	Closed	-$99	–	1026
2024 Q1	$99	Hold	4	–	–	﹤0.01%	922
2023 Q4	$95	Buy	+4	New	+$95	﹤0.01%	409