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

Bullock 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 		$695K Sell
19,523
-314
-2% -$10.4K 0.3% 82
2026
Q1 		$582K Buy
19,837
+425
+2% +$12.7K 0.29% 83
2025
Q4 		$553K Buy
19,412
+2,176
+13% +$61.4K 0.27% 87
2025
Q3 		$482K Sell
17,236
-358
-2% -$9.57K 0.24% 93
2025
Q2 		$450K Sell
17,594
-919
-5% -$21.7K 0.24% 96
2025
Q1 		$435K Buy
18,513
+36
+0.2% +$918 0.24% 97
2024
Q4 		$478K Buy
18,477
+67
+0.4% +$1.78K 0.28% 77
2024
Q3 		$468K Sell
18,410
-512
-3% -$12.7K 0.28% 84
2024
Q2 		$445K Buy
18,922
+954
+5% +$22.6K 0.29% 81
2024
Q1 		$438K Buy
+17,968
New +$421K 0.29% 84

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Bullock Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.6% in Q2 2026, selling an estimated $10.4K and leaving 19,523 shares worth $695K. The position accounts for 0.3% of the portfolio, ranked #82.

Bullock Wealth Management first reported a position in SCHA in Q1 2024 and has held it in 10 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Bullock Wealth Management held 19,523 shares of Schwab U.S Small- Cap ETF worth $695K as of Q2 2026.
  • Bullock Wealth Management sold 314 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $10.4K.
  • Schwab U.S Small- Cap ETF made up 0.3% of Bullock Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Bullock Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.