Buck Wealth Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Buck Wealth Strategies’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	$19.2K	Buy	+531	New	+$17.5K	﹤0.01%	481

Other funds holding SCHA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 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

Buck Wealth Strategies's SCHA Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 531 shares worth $19.2K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings.

1,013 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Buck Wealth Strategies held 531 shares of Schwab U.S Small- Cap ETF worth $19.2K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Buck Wealth Strategies position in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #481 holding.
1,013 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.