Richards, Merrill & Peterson’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	$115K	Hold	4,530	–	–	0.05%	163
2025 Q1	$106K	Buy	4,530 +50	+1%	+$1.17K	0.06%	183
2024 Q4	$116K	Buy	+4,480	New	+$116K	0.06%	173