Keystone Financial Services (Nebraska)’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	$329K	Buy	12,986 +1,493	+13%	+$37.8K	0.25%	46
2025 Q1	$269K	Buy	+11,493	New	+$269K	0.23%	45