Flower City Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$244K Sell
2025
Q2
$221K Hold
2025
Q1
$205K Hold
2024
Q4
$226K Sell
2024
Q3
$283K Sell
2024
Q2
$266K Sell
2024
Q1
$275K Sell
2023
Q4
$265K Sell
2023
Q3
$241K Sell
2023
Q2
$258K Sell
2023
Q1
$262K Sell
2022
Q4
$253K Sell
2022
Q3
$310K Sell
2022
Q2
$1.82M Sell
2022
Q1
$2.48M Sell
2021
Q4
$2.9M Buy