Investment Planning Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Investment Planning Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$222K	Buy
2025 Q4	$205K	Buy
2025 Q3	$201K	Sell
2025 Q2	$262K	Buy