Wiser Advisor Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wiser Advisor Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.03M	Buy
2025 Q1	$954K	Sell
2024 Q4	$1.09M	Buy
2024 Q3	$1.08M	Buy
2024 Q2	$990K	Sell
2024 Q1	$1.04M	Sell
2023 Q4	$1.01M	Buy