Grantvest Financial Group’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	$893K	Buy	35,315 +2,282	+7%	+$57.7K	0.66%	35
2025 Q1	$774K	Sell	33,033 -4,114	-11%	-$96.4K	0.63%	35
2024 Q4	$961K	Buy	+37,147	New	+$961K	1.07%	28