NBZ Investment Advisors’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	$110K	Hold	4,360	–	–	0.06%	47
2025 Q1	$102K	Sell	4,360 -32	-0.7%	-$750	0.06%	49
2024 Q4	$114K	Buy	+4,392	New	+$114K	0.06%	45