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

Angeles 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	$55.2K	Buy	1,527 +418	+38%	+$13.8K	﹤0.01%	563
2026 Q1	$32.2K	Buy	1,109 +499	+82%	+$15K	﹤0.01%	486
2025 Q4	$17.4K	Hold	610	–	–	﹤0.01%	443
2025 Q3	$17K	Hold	610	–	–	﹤0.01%	389
2025 Q2	$15.4K	Buy	+610	New	+$14.4K	﹤0.01%	407

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Angeles Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 38% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,527 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Angeles Wealth Management first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Angeles Wealth Management held 1,527 shares of Schwab U.S Small- Cap ETF worth $55.2K as of Q2 2026.
Angeles Wealth Management bought 418 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $13.8K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #563 holding.
Angeles Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.