AWM
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Abound Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Abound Wealth Management’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 		$4.97M Buy
137,491
+208
+0.2% +$6.87K 0.99% 19
2026
Q1 		$3.99M Buy
137,283
+1,451
+1% +$43.5K 0.91% 20
2025
Q4 		$3.87M Buy
135,832
+690
+0.5% +$19.5K 0.91% 21
2025
Q3 		$3.77M Sell
135,142
-610
-0.4% -$16.3K 0.94% 21
2025
Q2 		$3.43M Buy
135,752
+63,301
+87% +$1.5M 0.97% 20
2025
Q1 		$1.7M Buy
72,451
+3,750
+5% +$95.6K 0.57% 25
2024
Q4 		$1.78M Buy
68,701
+2,351
+4% +$62.6K 0.57% 26
2024
Q3 		$1.71M Buy
66,350
+352
+0.5% +$8.74K 0.57% 23
2024
Q2 		$1.57M Sell
65,998
-1,244
-2% -$29.5K 0.58% 23
2024
Q1 		$1.66M Buy
67,242
+1,864
+3% +$43.7K 0.63% 19
2023
Q4 		$1.54M Buy
65,378
+13,520
+26% +$285K 0.62% 21
2023
Q3 		$1.07M Buy
51,858
+746
+1% +$16.4K 0.46% 25
2023
Q2 		$1.12M Sell
51,112
-190
-0.4% -$3.96K 0.47% 24
2023
Q1 		$1.08M Buy
51,302
+1,118
+2% +$24K 0.48% 26
2022
Q4 		$1.02M Buy
50,184
+348
+0.7% +$7.13K 0.5% 24
2022
Q3 		$942K Sell
49,836
-4,686
-9% -$98K 0.51% 25
2022
Q2 		$1.06M Buy
54,522
+3,298
+6% +$70.5K 0.59% 23
2022
Q1 		$1.21M Sell
51,224
-496
-1% -$11.7K 0.87% 19
2021
Q4 		$1.32M Buy
+51,720
New +$1.34M 1.04% 13

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Abound Wealth Management's SCHA Position: Q2 2026 in Review

Abound Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.15% in Q2 2026, buying an estimated $6.87K and bringing the position to 137,491 shares worth $4.97M. The position accounts for 0.99% of the portfolio, ranked #19.

Abound Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 314 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Abound Wealth Management held 137,491 shares of Schwab U.S Small- Cap ETF worth $4.97M as of Q2 2026.
  • Abound Wealth Management bought 208 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $6.87K.
  • Schwab U.S Small- Cap ETF made up 0.99% of Abound Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Abound Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 314 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.