Prepared Retirement Institute’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Prepared Retirement Institute’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$326K	Sell
2025 Q1	$341K	Sell
2024 Q4	$394K	Sell
2024 Q3	$437K	Buy
2024 Q2	$370K	Hold
2024 Q1	$384K	Sell
2023 Q4	$390K	Buy