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Alteri Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Alteri Wealth’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 		$337K Sell
9,332
-110
-1% -$3.63K 0.09% 218
2026
Q1 		$275K Buy
9,442
+590
+7% +$17.7K 0.09% 230
2025
Q4 		$252K Sell
8,852
-304
-3% -$8.58K 0.08% 245
2025
Q3 		$255K Sell
9,156
-1,632
-15% -$43.6K 0.09% 239
2025
Q2 		$273K Sell
10,788
-1,862
-15% -$44K 0.11% 210
2025
Q1 		$296K Sell
12,650
-606
-5% -$15.4K 0.13% 184
2024
Q4 		$343K Buy
+13,256
New +$353K 0.09% 166

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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
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

Alteri Wealth's SCHA Position: Q2 2026 in Review

Alteri Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q2 2026, selling an estimated $3.63K and leaving 9,332 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #218.

Alteri Wealth first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q4 2024. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Alteri Wealth held 9,332 shares of Schwab U.S Small- Cap ETF worth $337K as of Q2 2026.
  • Alteri Wealth sold 110 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.63K.
  • Schwab U.S Small- Cap ETF made up 0.09% of Alteri Wealth's portfolio in Q2 2026, its #218 holding.
  • Alteri Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's Schwab U.S Small- Cap ETF position peaked at $343K in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.