MBE Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

MBE Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$266K	Hold
2025 Q4	$261K	Sell
2025 Q3	$256K	Hold
2025 Q2	$232K	Hold
2025 Q1	$215K	Buy
2024 Q4	$234K	Buy
2024 Q3	$233K	Buy
2020 Q2	–	Sell
2020 Q1	$26K	Buy