Pathway Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$375K Hold
2025
Q2
$340K Buy
2018
Q3
Sell
2018
Q2
$21K Hold
2018
Q1
$19K Sell
2017
Q4
$74K Buy