First Foundation Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Foundation 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 Q1	–	Sell
2024 Q4	$202K	Buy
2024 Q1	–	Sell
2023 Q4	$202K	Buy
2022 Q2	–	Sell
2022 Q1	$204K	Sell
2021 Q4	$322K	Buy
2021 Q3	$207K	Sell
2021 Q2	$231K	Buy