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

Barnes Dennig 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	$90.6K	Buy	2,508 +358	+17%	+$11.8K	0.07%	125
2026 Q1	$62.5K	Buy	2,150 +150	+8%	+$4.5K	0.06%	137
2025 Q4	$57K	Hold	2,000	–	–	0.06%	135
2025 Q3	$55.8K	Hold	2,000	–	–	0.06%	129
2025 Q2	$50.6K	Hold	2,000	–	–	0.06%	126
2025 Q1	$46.9K	Buy	+2,000	New	+$51K	0.07%	76

Other funds holding SCHA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return