Vishria Bird Financial Group’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	$392K	Hold	15,494	–	–	0.13%	69
2025 Q1	$363K	Hold	15,494	–	–	0.12%	64
2024 Q4	$401K	Hold	15,494	–	–	0.14%	60
2024 Q3	$399K	Buy	+15,494	New	+$399K	0.15%	61