AFP
SCHA icon

ATLas Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

ATLas Financial Planning’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 		$243K Sell
6,720
-996
-13% -$32.9K 0.2% 62
2026
Q1 		$224K Buy
7,716
+2
+0% +$60 0.2% 64
2025
Q4 		$220K Buy
+7,714
New +$218K 0.22% 61

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

ATLas Financial Planning's SCHA Position: Q2 2026 in Review

ATLas Financial Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 13% in Q2 2026, selling an estimated $32.9K and leaving 6,720 shares worth $243K. The position accounts for 0.2% of the portfolio, ranked #62.

ATLas Financial Planning first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,346 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • ATLas Financial Planning held 6,720 shares of Schwab U.S Small- Cap ETF worth $243K as of Q2 2026.
  • ATLas Financial Planning sold 996 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $32.9K.
  • Schwab U.S Small- Cap ETF made up 0.2% of ATLas Financial Planning's portfolio in Q2 2026, its #62 holding.
  • ATLas Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on ATLas Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.