Wedmont Private Capital’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	$1.11M	Buy	42,316 +3,857	+10%	+$101K	0.05%	243
2025 Q1	$831K	Buy	38,459 +13,700	+55%	+$296K	0.04%	257
2024 Q4	$630K	Sell	24,759 -1	-0%	-$25	0.03%	309
2024 Q3	$628K	Hold	24,760	–	–	0.04%	305
2024 Q2	$612K	Buy	+24,760	New	+$612K	0.04%	296