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AAFMAA Wealth Management & Trust’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

AAFMAA Wealth Management & Trust’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
2026
Q2 		$320K Hold
8,850
– – 0.11% 86
2026
Q1 		$257K Hold
8,850
– – 0.1% 91
2025
Q4 		$252K Buy
+8,850
New +$250K 0.1% 83

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

AAFMAA Wealth Management & Trust's SCHA Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 8,850 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #86.

AAFMAA Wealth Management & Trust first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 8,850 shares of Schwab U.S Small- Cap ETF worth $320K as of Q2 2026.
  • AAFMAA Wealth Management & Trust left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.11% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #86 holding.
  • AAFMAA Wealth Management & Trust first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.