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Lifeworks Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lifeworks Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,218
Closed -$264K – 325
2024
Q4 		$264K Sell
10,218
-2,528
-20% -$65.4K 0.05% 253
2024
Q3 		$328K Buy
+12,746
New +$328K 0.06% 214