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

Accurate 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 		– Sell
-12,064
Closed -$370K – 603
2026
Q1 		$370K Buy
12,064
+1,961
+19% +$58.8K 0.04% 379
2025
Q4 		$304K Sell
10,103
-1,037
-9% -$29.3K 0.04% 404
2025
Q3 		$313K Sell
11,140
-217
-2% -$5.8K 0.04% 382
2025
Q2 		$298K Buy
+11,357
New +$268K 0.05% 355
2024
Q4 		– Sell
-16,004
Closed -$208K – 399
2024
Q3 		$208K Buy
16,004
+7,258
+83% +$180K 0.04% 359
2024
Q2 		$219K Buy
+8,746
New +$207K 0.05% 309
2024
Q1 		– Sell
-8,872
Closed -$203K – 305
2023
Q4 		$203K Buy
+8,872
New +$187K 0.06% 263
2023
Q3 		– Sell
-11,222
Closed -$252K – 292
2023
Q2 		$252K Sell
11,222
-1,864
-14% -$38.9K 0.08% 224
2023
Q1 		$270K Sell
13,086
-964
-7% -$20.7K 0.09% 204
2022
Q4 		$295K Buy
+14,050
New +$288K 0.11% 169

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Accurate Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 12,064 shares — an estimated $370K sold.

Accurate Wealth Management first reported a position in SCHA in Q4 2022 and held it in 10 quarters. The position peaked at $370K in Q1 2026. 598 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Accurate Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 12,064 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $370K.
  • Accurate Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 10 quarters.
  • Accurate Wealth Management's Schwab U.S Small- Cap ETF position peaked at $370K in Q1 2026.
  • 598 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.