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

BankPlus 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	$2.21M	Buy	61,046 +7,542	+14%	+$249K	0.99%	20
2026 Q1	$1.56M	Buy	53,504 +7,489	+16%	+$224K	0.8%	22
2025 Q4	$1.31M	Buy	46,015 +4,292	+10%	+$121K	0.72%	24
2025 Q3	$1.16M	Buy	41,723 +10,843	+35%	+$290K	0.69%	22
2025 Q2	$781K	Sell	30,880 -9,115	-23%	-$215K	0.52%	34
2025 Q1	$937K	Buy	39,995 +27,289	+215%	+$696K	0.69%	24
2024 Q4	$329K	Buy	+12,706	New	+$338K	0.24%	80

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

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

BankPlus Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q2 2026, buying an estimated $249K and bringing the position to 61,046 shares worth $2.21M. The position accounts for 0.99% of the portfolio, ranked #20.

BankPlus Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

BankPlus Wealth Management held 61,046 shares of Schwab U.S Small- Cap ETF worth $2.21M as of Q2 2026.
BankPlus Wealth Management bought 7,542 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $249K.
Schwab U.S Small- Cap ETF made up 0.99% of BankPlus Wealth Management's portfolio in Q2 2026, its #20 holding.
BankPlus Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.