IAG Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

IAG Wealth Partners’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 Q2	$759	Hold
2025 Q1	$703	Buy
2023 Q4	–	Sell
2023 Q3	$59.4K	Sell
2023 Q2	$76K	Buy
2023 Q1	$60.1K	Buy
2022 Q4	$20.3K	Buy
2022 Q3	$5K	Hold
2022 Q2	$5K	Hold
2022 Q1	$6K	Buy