Smith Salley Wealth Management’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
2024 Q4	–	Sell	-11,518	Closed	-$297K	–	250
2024 Q3	$297K	Buy	+11,518	New	+$297K	0.02%	207