Wilkins Miller Wealth Management’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	$4.45M	Sell	175,775 -8,860	-5%	-$224K	3.03%	9
2025 Q1	$4.33M	Sell	184,635 -3,257	-2%	-$76.3K	3.25%	9
2024 Q4	$4.86M	Buy	+187,892	New	+$4.86M	5.08%	5