Marks Group Wealth Management’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	–	Sell	-51,720	Closed	-$1.21M	–	311
2025 Q1	$1.21M	Buy	+51,720	New	+$1.21M	0.12%	169