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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$215K Buy
2022
Q4
Sell
2022
Q3
$5.2M Buy
2022
Q2
$693K Buy
2022
Q1
$568K Sell
2021
Q4
$653K Buy
2019
Q1
Sell
2018
Q4
$575K Buy