Ruggaard & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ruggaard & Associates’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	$405K	Sell
2025 Q1	$383K	Sell
2024 Q4	$437K	Sell
2024 Q3	$437K	Sell
2024 Q2	$406K	Hold
2024 Q1	$422K	Sell
2023 Q4	$408K	Sell
2023 Q3	$498K	Sell
2023 Q2	$533K	Sell
2023 Q1	$514K	Buy