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

Cahaba 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 		– Sell
-10,789
Closed -$314K – 161
2026
Q1 		$314K Buy
+10,789
New +$323K 0.02% 118

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Creative Planning
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UBS Group
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
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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

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

Cahaba Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 10,789 shares — an estimated $314K sold.

Cahaba Wealth Management first reported a position in SCHA in Q1 2026 and held it in 1 quarter. The position peaked at $314K in Q1 2026. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cahaba Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Cahaba Wealth Management sold 10,789 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $314K.
  • Cahaba Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and held it in 1 quarter.
  • Cahaba Wealth Management's Schwab U.S Small- Cap ETF position peaked at $314K in Q1 2026.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.