Grant Private Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Grant Private Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Buy
2025 Q2	–	Sell
2025 Q1	$242K	Sell
2024 Q4	$272K	Buy