Elser Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Elser Financial Planning’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 Q3	$3.01M	Sell
2025 Q2	$2.9M	Sell
2025 Q1	$2.7M	Sell
2024 Q4	$3.08M	Sell
2024 Q3	$3.29M	Buy
2024 Q2	$2.98M	Buy