Morton Brown Family Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Morton Brown Family Wealth’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
2025 Q4	$30.4K	Buy
2024 Q2	–	Sell
2024 Q1	$5.47K	Hold
2023 Q4	$5.24K	Buy
2022 Q3	–	Sell
2022 Q2	$4K	Buy