Maia Wealth’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
Q1
Sell
-7,699
Closed -$205K 341
2024
Q4
$205K Buy
+7,699
New +$205K 0.04% 289
2024
Q3
Sell
-8,488
Closed -$213K 291
2024
Q2
$213K Buy
+8,488
New +$213K 0.06% 213