Keeler & Nadler Financial Planning & Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Keeler & Nadler Financial Planning & 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	$915K	Sell
2025 Q2	$861K	Buy
2025 Q1	$794K	Sell
2024 Q4	$887K	Sell
2024 Q3	$1.02M	Sell
2024 Q2	$964K	Sell
2024 Q1	$1.06M	Sell
2023 Q4	$1.14M	Buy
2022 Q4	$1.03M	Buy
2021 Q4	$1.23M	Buy