Tempus Wealth Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$951K Buy
2025
Q1
$824K Buy
2024
Q4
$886K Buy
2024
Q3
$867K Buy
2024
Q2
$798K Buy
2024
Q1
$807K Sell
2023
Q4
$775K Buy
2023
Q3
$610K Buy
2023
Q2
$642K Buy
2023
Q1
$576K Buy
2022
Q4
$464K Buy