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Windsor Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Windsor Advisory Group’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
Q1 		– Sell
-33,069
Closed -$855K – 66
2024
Q4 		$855K Buy
+33,069
New +$855K 0.99% 18