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Phil A. Younker & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Phil A. Younker & Associates’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.06M Hold
41,902
– – 1.05% 12
2025
Q1 		$982K Buy
41,902
+104
+0.2% +$2.44K 0.97% 13
2024
Q4 		$1.08M Buy
+41,798
New +$1.08M 1.08% 12