VSM Wealth Advisory’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	$1.64M	Sell	64,794 -5,230	-7%	-$132K	0.54%	28
2025 Q1	$1.64M	Sell	70,024 -463	-0.7%	-$10.8K	0.59%	28
2024 Q4	$1.82M	Buy	+70,487	New	+$1.82M	0.65%	28