Leeward Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Leeward Financial Partners’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 Q2	$214K	Buy
2025 Q1	–	Sell
2024 Q4	$219K	Sell
2024 Q3	$219K	Hold
2024 Q2	$201K	Sell
2024 Q1	$420K	Sell
2023 Q4	$460K	Buy