Focus Partners Wealth
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Focus Partners Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Focus Partners Wealth’s Portfolio SCHA Stock Details SCHA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$36M Buy
2025
Q2 		$32.6M Sell
2025
Q1 		$30.8M Buy
2024
Q4 		$33.7M Buy
2024
Q3 		$29M Buy
2024
Q2 		$6.96M Buy
2024
Q1 		$2.91M Buy
2023
Q4 		$932K Buy