Sweet Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sweet Financial Partners’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
2024 Q2	–	Sell
2024 Q1	$204K	Buy
2023 Q4	–	Sell
2023 Q3	$210K	Buy
2023 Q2	$215K	Sell
2023 Q1	$273K	Sell
2022 Q4	$8.74M	Buy
2022 Q3	$7.93M	Buy
2022 Q2	$7.91M	Buy
2022 Q1	$9.51M	Buy
2021 Q4	$523K	Buy