Diversified Portfolios Inc’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	$204K	Sell	8,078 -5,205	-39%	-$132K	0.02%	157
2025 Q1	$311K	Buy	+13,283	New	+$311K	0.03%	123
2023 Q1	–	Sell	-6,364	Closed	-$129K	–	142
2022 Q4	$129K	Sell	6,364 -6,100	-49%	-$124K	0.03%	129
2022 Q3	$236K	Buy	+12,464	New	+$236K	0.06%	124