TD Private Client Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$856K Buy
33,853
+26,190
+342% +$663K 0.02% 388
2025
Q1
$180K Buy
7,663
+2,780
+57% +$65.1K ﹤0.01% 624
2024
Q4
$126K Buy
4,883
+4,881
+244,050% +$126K ﹤0.01% 682
2024
Q3
$51 Buy
+2
New +$51 ﹤0.01% 1271