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

Transform Wealth’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 Q1	$2.02M	Sell
2024 Q4	$2.43M	Sell
2024 Q3	$2.45M	Sell
2024 Q2	$2.34M	Buy
2024 Q1	$2.01M	Buy
2023 Q4	$1.76M	Sell
2023 Q3	$2.56M	Sell
2023 Q2	$5.49M	Sell
2023 Q1	$5.28M	Buy
2022 Q4	$2.48M	Buy