Sowell Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sowell Financial Services’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$219K	Buy
2021 Q2	–	Sell
2021 Q1	$214K	Sell
2020 Q4	$236K	Sell
2020 Q3	$183K	Buy
2020 Q2	$169K	Sell
2020 Q1	$167K	Buy
2019 Q4	$103K	Sell
2019 Q3	$181K	Buy
2019 Q1	$3.28M	Buy
2018 Q4	$2.84M	Buy