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Wingate Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wingate Wealth Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,084
Closed -$53.9K – 358
2024
Q4 		$53.9K Buy
+2,084
New +$53.9K 0.05% 208