Keystone Financial Group (Georgia)’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	$20.4K	Buy	780 +2	+0.3%	+$52	0.01%	116
2025 Q1	$18K	Buy	778 +2	+0.3%	+$46	0.01%	120
2024 Q4	$20.1K	Buy	+776	New	+$20.1K	0.02%	120