RFG Advisory’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
Q4
$487K Buy
2022
Q4
Sell
2022
Q3
$244K Buy
2021
Q4
Sell
2021
Q3
$518K Buy
2021
Q2
$522K Buy