FSM Wealth Advisors’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
$2.74M Sell
2025
Q2
$2.58M Buy
2025
Q1
$1.26M Buy
2024
Q4
$789K Buy
2024
Q3
$705K Hold
2024
Q2
$649K Buy
2024
Q1
$674K Sell
2023
Q4
$663K Buy
2023
Q3
$228K Buy