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Stonebridge Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stonebridge Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-884
Closed -$20.7K – 807
2025
Q1 		$20.7K Sell
884
-14,570
-94% -$341K ﹤0.01% 492
2024
Q4 		$400K Buy
+15,454
New +$400K 0.04% 170