Stokes Family Office’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stokes Family Office’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	$253K	Hold
2025 Q1	$234K	Hold
2024 Q4	$258K	Buy
2024 Q3	$254K	Buy
2022 Q4	–	Sell
2022 Q3	$478K	Buy
2022 Q2	$492K	Sell
2022 Q1	$826K	Buy