MJT & Associates Financial Advisory’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
$200K Hold
7,900
0.25% 39
2025
Q1
$185K Buy
+7,900
New +$185K 0.18% 47