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

BXM Wealth’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 		$223K Buy
+6,183
New +$204K 0.12% 149

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
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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

BXM Wealth's SCHA Position: Q2 2026 in Review

BXM Wealth opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,183 shares worth $223K. The stake represents 0.12% of the portfolio and ranks #149 among its holdings.

514 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • BXM Wealth held 6,183 shares of Schwab U.S Small- Cap ETF worth $223K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new BXM Wealth position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.12% of BXM Wealth's portfolio in Q2 2026, its #149 holding.
  • 514 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.