WealthPlan Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

WealthPlan Investment Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$727K	Sell
2025 Q2	$678K	Sell
2025 Q1	$643K	Sell
2024 Q4	$715K	Buy
2023 Q1	–	Sell
2022 Q4	$795K	Buy
2022 Q3	$695K	Buy
2022 Q1	$1.12M	Buy