William Howard & Co Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$319K Buy
2025
Q2
$289K Buy
2025
Q1
$266K Buy
2024
Q4
$293K Sell
2024
Q3
$295K Buy
2024
Q2
$270K Hold
2024
Q1
$280K Buy