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Executive Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Executive Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$301K Buy
11,621
+819
+8% +$21.2K 0.02% 213
2024
Q3 		$278K Buy
+10,802
New +$278K 0.02% 226