Rothschild Investment LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Rothschild Investment LLC’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 Q2	$33.4K	Sell
2025 Q1	$31.8K	Buy
2024 Q4	$34.1K	Buy
2024 Q3	$29.7K	Buy
2024 Q2	$16.6K	Buy
2024 Q1	$4.43K	Hold
2023 Q4	$4.25K	Buy