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

Axxcess 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	$2.36M	Buy	+65,341	New	+$2.16M	0.04%	366
2026 Q1	–	Sell	-7,140	Closed	-$203K	–	879
2025 Q4	$203K	Buy	+7,140	New	+$202K	﹤0.01%	987
2024 Q2	–	Sell	-8,430	Closed	-$208K	–	929
2024 Q1	$208K	Sell	8,430 -554	-6%	-$13K	0.01%	808
2023 Q4	$212K	Sell	8,984 -2,224	-20%	-$46.9K	0.01%	765
2023 Q3	$232K	Buy	+11,208	New	+$246K	0.01%	679

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 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

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

Axxcess Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 65,341 shares worth $2.36M. The stake represents 0.04% of the portfolio and ranks #366 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SCHA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SCHA in Q3 2023 and has held it in 5 quarters since. 900 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Axxcess Wealth Management held 65,341 shares of Schwab U.S Small- Cap ETF worth $2.36M as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Axxcess Wealth Management position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #366 holding.
Axxcess Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 5 quarters since.
900 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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