Elser Financial Planning’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	$2.9M	Sell	114,815 -373	-0.3%	-$9.44K	3.62%	7
2025 Q1	$2.7M	Sell	115,188 -3,731	-3%	-$87.4K	3.74%	6
2024 Q4	$3.08M	Sell	118,919 -8,823	-7%	-$228K	0.18%	25
2024 Q3	$3.29M	Buy	127,742 +2,068	+2%	+$53.3K	4.77%	4
2024 Q2	$2.98M	Buy	+125,674	New	+$2.98M	0.5%	22