EnRich Financial Partners’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 Q1	–	Sell	-4,102	Closed	-$106K	–	181
2024 Q4	$106K	Buy	4,102 +924	+29%	+$23.9K	0.04%	73
2024 Q3	$81.8K	Hold	3,178	–	–	0.03%	83
2024 Q2	$75.4K	Buy	3,178 +132	+4%	+$3.13K	0.03%	86
2024 Q1	$75K	Buy	+3,046	New	+$75K	0.03%	79