Generation Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-58,878	Closed	-$1.52M	–	76
2024 Q4	$1.52M	Buy	+58,878	New	+$1.52M	1.3%	24