Milestone Asset Management Group’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	$1.24M	Buy	49,027 +111	+0.2%	+$2.81K	0.92%	35
2025 Q1	$1.15M	Buy	48,916 +2,547	+5%	+$59.7K	1.04%	34
2024 Q4	$1.2M	Buy	+46,369	New	+$1.2M	1.07%	32