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Roble Belko & Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Roble Belko & Company’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
2026
Q1 		$1K Buy
23
+4
+21% +$120 ﹤0.01% 428
2025
Q4 		$1K Sell
19
-4
-17% -$113 ﹤0.01% 436
2025
Q3 		$1K Hold
23
– – ﹤0.01% 407
2025
Q2 		$1K Buy
23
+4
+21% +$95 ﹤0.01% 391
2025
Q1 		$0 Hold
19
– – ﹤0.01% 445
2024
Q4 		$0 Buy
19
+1
+6% +$27 ﹤0.01% 418
2024
Q3 		$0 Hold
18
– – ﹤0.01% 395
2024
Q2 		$0 Buy
18
+6
+50% +$142 ﹤0.01% 381
2024
Q1 		$0 Buy
+12
New +$281 ﹤0.01% 363
2015
Q2 		– Sell
-284
Closed -$4K – 255
2015
Q1 		$4K Buy
+284
New +$3.97K ﹤0.01% 201

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AA
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Cerity Partners
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return