Abound Wealth Management
SCHA icon

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
Q3 		$4.53M Buy
138,891
+1,400
+1% +$47.9K 0.84% 22
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Steele Capital Management
Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Abound Wealth Management's SCHA Position: Q3 2026 in Review

Abound Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q3 2026, buying an estimated $47.9K and bringing the position to 138,891 shares worth $4.53M. The position accounts for 0.84% of the portfolio, ranked #22.

Abound Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 20 quarters since. The position peaked at $4.97M in Q2 2026. 739 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Abound Wealth Management held 138,891 shares of Schwab U.S Small- Cap ETF worth $4.53M as of Q3 2026.
  • Abound Wealth Management bought 1,400 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $47.9K.
  • Schwab U.S Small- Cap ETF made up 0.84% of Abound Wealth Management's portfolio in Q3 2026, its #22 holding.
  • Abound Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • Abound Wealth Management's Schwab U.S Small- Cap ETF position peaked at $4.97M in Q2 2026.
  • 739 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.