Sendero Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sendero Wealth Management’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 Q3	$357K	Hold
2025 Q2	$324K	Hold
2025 Q1	$300K	Hold
2024 Q4	$331K	Hold
2024 Q3	$330K	Hold
2024 Q2	$304K	Hold
2024 Q1	$315K	Hold
2023 Q4	$302K	Hold
2023 Q3	$265K	Hold
2023 Q2	$280K	Buy