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

Beaird Harris 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 		$276K Hold
7,641
– – 0.02% 121
2026
Q1 		$222K Hold
7,641
– – 0.02% 128
2025
Q4 		$218K Buy
7,641
+31
+0.4% +$875 0.02% 130
2025
Q3 		$212K Hold
7,610
– – 0.02% 127
2025
Q2 		$193K Hold
7,610
– – 0.01% 132
2025
Q1 		$178K Hold
7,610
– – 0.02% 128
2024
Q4 		$197K Hold
7,610
– – 0.02% 128
2024
Q3 		$196K Hold
7,610
– – 0.02% 132
2024
Q2 		$181K Hold
7,610
– – 0.02% 129
2024
Q1 		$187K Hold
7,610
– – 0.02% 122
2023
Q4 		$180K Hold
7,610
– – 0.02% 110
2023
Q3 		$158K Hold
7,610
– – 0.02% 106
2023
Q2 		$167K Sell
7,610
-7,230
-49% -$151K 0.02% 102
2023
Q1 		$311K Buy
14,840
+9,090
+158% +$195K 0.06% 70
2022
Q4 		$116K Buy
5,750
+5,116
+807% +$105K 0.02% 121
2022
Q3 		$12K Sell
634
-250
-28% -$5.23K ﹤0.01% 267
2022
Q2 		$17K Buy
884
+260
+42% +$5.56K ﹤0.01% 220
2022
Q1 		$15K Sell
624
-16
-3% -$378 0.01% 281
2021
Q4 		$16K Buy
+640
New +$16.6K 0.01% 347

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Beaird Harris Wealth Management's SCHA Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,641 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #121.

Beaird Harris Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $311K in Q1 2023. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Beaird Harris Wealth Management held 7,641 shares of Schwab U.S Small- Cap ETF worth $276K as of Q2 2026.
  • Beaird Harris Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Beaird Harris Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Schwab U.S Small- Cap ETF position peaked at $311K in Q1 2023.
  • 394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.