K2 Financial’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
$4.23M Buy
164,965
+5,180
+3% +$133K 3.73% 7
2025
Q1
$3.41M Buy
159,785
+24,532
+18% +$524K 3.35% 8
2024
Q4
$3.46M Buy
+135,253
New +$3.46M 3.44% 8