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Avantax Planning Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Avantax Planning Partners’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 		$1.08M Sell
29,908
-3,020
-9% -$99.8K 0.03% 197
2026
Q1 		$958K Buy
32,928
+777
+2% +$23.3K 0.03% 197
2025
Q4 		$916K Sell
32,151
-2,200
-6% -$62.1K 0.03% 202
2025
Q3 		$958K Buy
34,351
+8,500
+33% +$227K 0.03% 197
2025
Q2 		$654K Buy
25,851
+704
+3% +$16.6K 0.02% 236
2025
Q1 		$589K Sell
25,147
-654
-3% -$16.7K 0.02% 231
2024
Q4 		$667K Sell
25,801
-73
-0.3% -$1.94K 0.02% 214
2024
Q3 		$666K Sell
25,874
-8,866
-26% -$220K 0.02% 217
2024
Q2 		$824K Buy
34,740
+1,376
+4% +$32.6K 0.03% 223
2024
Q1 		$821K Buy
33,364
+7,752
+30% +$182K 0.03% 222
2023
Q4 		$605K Sell
25,612
-86
-0.3% -$1.81K 0.02% 221
2023
Q3 		$532K Buy
25,698
+2,302
+10% +$50.5K 0.02% 219
2023
Q2 		$512K Sell
23,396
-696
-3% -$14.5K 0.02% 231
2023
Q1 		$505K Sell
24,092
-190
-0.8% -$4.08K 0.02% 230
2022
Q4 		$492K Buy
24,282
+3,108
+15% +$63.7K 0.02% 234
2022
Q3 		$400K Sell
21,174
-1,520
-7% -$31.8K 0.02% 248
2022
Q2 		$442K Sell
22,694
-1,016
-4% -$21.7K 0.02% 226
2022
Q1 		$561K Sell
23,710
-746
-3% -$17.6K 0.02% 216
2021
Q4 		$626K Buy
24,456
+4,232
+21% +$109K 0.03% 197
2021
Q3 		$506K Buy
20,224
+80
+0.4% +$2.03K 0.02% 194
2021
Q2 		$525K Buy
20,144
+116
+0.6% +$2.97K 0.02% 189
2021
Q1 		$499K Sell
20,028
-292
-1% -$7.18K 0.03% 187
2020
Q4 		$452K Sell
20,320
-5,136
-20% -$102K 0.02% 191
2020
Q3 		$435K Sell
25,456
-1,280
-5% -$22K 0.02% 192
2020
Q2 		$437K Sell
26,736
-18,764
-41% -$281K 0.02% 186
2020
Q1 		$586K Buy
45,500
+21,584
+90% +$367K 0.04% 142
2019
Q4 		$452K Buy
23,916
+1,932
+9% +$35K 0.03% 185
2019
Q3 		$383K Buy
21,984
+8
+0% +$141 0.02% 205
2019
Q2 		$394K Buy
21,976
+592
+3% +$10.5K 0.03% 198
2019
Q1 		$374K Sell
21,384
-79,004
-79% -$1.35M 0.03% 204
2018
Q4 		$1.52M Buy
100,388
+93,968
+1,464% +$1.59M 0.11% 74
2018
Q3 		$122K Buy
+6,420
New +$122K 0.01% 309
2018
Q2 		– Sell
-7,600
Closed -$131K – 1241
2018
Q1 		$131K Buy
+7,600
New +$134K 0.01% 357
2017
Q2 		– Sell
-70,816
Closed -$1.11M – 348
2017
Q1 		$1.11M Sell
70,816
-2,028
-3% -$31.8K 0.1% 89
2016
Q4 		$1.12M Buy
+72,844
New +$1.07M 0.12% 82

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

Avantax Planning Partners's SCHA Position: Q2 2026 in Review

Avantax Planning Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.2% in Q2 2026, selling an estimated $99.8K and leaving 29,908 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #197.

Avantax Planning Partners first reported a position in SCHA in Q4 2016 and has held it in 35 quarters since. The position peaked at $1.52M in Q4 2018. 670 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Avantax Planning Partners held 29,908 shares of Schwab U.S Small- Cap ETF worth $1.08M as of Q2 2026.
  • Avantax Planning Partners sold 3,020 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $99.8K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #197 holding.
  • Avantax Planning Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 35 quarters since.
  • Avantax Planning Partners's Schwab U.S Small- Cap ETF position peaked at $1.52M in Q4 2018.
  • 670 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.