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White & Co Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

White & Co Financial Planning’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$18.9M Buy
747,217
+58,417
+8% +$1.48M 15.1% 2
2025
Q1 		$16.2M Sell
688,800
-8,898
-1% -$209K 13.94% 2
2024
Q4 		$18M Buy
+697,698
New +$18M 15.3% 2