Summit Financial Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Summit Financial Wealth Advisors’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	$1.84M	Buy
2025 Q2	$1.57M	Buy
2025 Q1	$1.4M	Buy
2024 Q4	$1.47M	Buy
2024 Q3	$758K	Buy
2024 Q2	$307K	Buy
2024 Q1	$233K	Buy