Evernest Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Evernest Financial Advisors’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 Q2	$422K	Buy
2025 Q1	$377K	Buy
2024 Q4	$416K	Sell
2024 Q3	$569K	Buy
2024 Q2	$379K	Sell
2024 Q1	$367K	Sell
2023 Q4	$616K	Buy
2021 Q4	$376K	Buy