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

Jamison 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	$250K	Sell
2025 Q2	$234K	Buy
2025 Q1	$216K	Sell
2024 Q4	$248K	Buy
2024 Q3	$235K	Buy
2024 Q2	$216K	Sell
2024 Q1	$245K	Buy
2023 Q4	$97.1K	Buy
2023 Q3	$81.8K	Buy