Golden Reserve Retirement’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
$28.9M Buy
1,144,529
+132,482
+13% +$3.35M 9.29% 5
2025
Q1
$23.7M Buy
+1,012,047
New +$23.7M 9.43% 5