Whipplewood Advisors’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	$258K	Sell	10,198 -55,715	-85%	-$1.41M	0.14%	141
2025 Q1	$216K	Buy	65,913 +56,638	+611%	+$185K	0.13%	148
2024 Q4	$240K	Buy	+9,275	New	+$240K	0.14%	142