GoalVest Advisory’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
2024 Q4	–	Sell	-346	Closed	-$8.91K	–	429
2024 Q3	$8.91K	Buy	+346	New	+$8.91K	﹤0.01%	331
2023 Q2	–	Sell	-204	Closed	-$4.29K	–	410
2023 Q1	$4.29K	Buy	+204	New	+$4.29K	﹤0.01%	210