Triad Wealth Partners’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
2024 Q3	–	Sell	-1,536	Closed	-$36.4K	–	734
2024 Q2	$36.4K	Buy	+1,536	New	+$36.4K	0.02%	272