Gerber Kawasaki Wealth & Investment 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 Q2	$211K	Buy	+8,329	New	+$211K	0.01%	294
2024 Q2	–	Sell	-4,318	Closed	-$106K	–	299
2024 Q1	$106K	Buy	+4,318	New	+$106K	0.01%	275
2021 Q4	–	Sell	-728	Closed	-$18K	–	925
2021 Q3	$18K	Buy	+728	New	+$18K	﹤0.01%	530