Michels Family Financial’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	$406K	Buy	16,032 +49	+0.3%	+$1.24K	0.35%	91
2025 Q1	$374K	Buy	15,983 +35	+0.2%	+$820	0.34%	96
2024 Q4	$412K	Buy	+15,948	New	+$412K	0.38%	89