Golden Bell Financial Planning’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	$204K	Buy	+8,045	New	+$204K	0.19%	34
2025 Q1	–	Sell	-8,520	Closed	-$220K	–	35
2024 Q4	$220K	Buy	+8,520	New	+$220K	0.22%	33