Wrenne Financial Planning’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	$344K	Buy	13,597 +1,067	+9%	+$27K	0.16%	32
2025 Q1	$294K	Buy	12,530 +399	+3%	+$9.35K	0.16%	34
2024 Q4	$314K	Buy	12,131 +539	+5%	+$13.9K	0.18%	32
2024 Q3	$298K	Buy	11,592 +2,928	+34%	+$75.4K	0.18%	33
2024 Q2	$206K	Buy	+8,664	New	+$206K	0.14%	38