The Wealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

The Wealth Group’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	$2.16M	Sell
2025 Q2	$2M	Sell
2025 Q1	$1.87M	Sell
2024 Q4	$2.1M	Sell
2024 Q3	$2.1M	Sell
2024 Q2	$1.95M	Sell
2024 Q1	$1.9M	Hold
2023 Q4	$1.9M	Buy