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

Atlantic Edge Private 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	$36.1K	Hold	1,000	–	–	0.01%	283
2026 Q1	$29.1K	Hold	1,000	–	–	0.01%	282
2025 Q4	$28.5K	Hold	1,000	–	–	0.01%	279
2025 Q3	$27.9K	Hold	1,000	–	–	0.01%	270
2025 Q2	$25.3K	Sell	1,000 -230	-19%	-$5.44K	0.01%	274
2025 Q1	$28.8K	Hold	1,230	–	–	0.01%	244
2024 Q4	$31.8K	Hold	1,230	–	–	0.01%	228
2024 Q3	$31.7K	Hold	1,230	–	–	0.01%	230
2024 Q2	$29.2K	Buy	1,230 +2	+0.2%	+$47	0.01%	226
2024 Q1	$30.2K	Hold	1,228	–	–	0.01%	226
2023 Q4	$29K	Buy	+1,228	New	+$25.9K	0.01%	214

Other funds holding SCHA

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

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

Atlantic Edge Private Wealth Management's SCHA Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 1,000 shares worth $36.1K. The position accounts for 0.01% of the portfolio, ranked #283.

Atlantic Edge Private Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Atlantic Edge Private Wealth Management held 1,000 shares of Schwab U.S Small- Cap ETF worth $36.1K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #283 holding.
Atlantic Edge Private Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.