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Capital Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Capital Planning’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 		$479K Buy
13,261
+1,051
+9% +$34.7K 0.14% 56
2026
Q1 		$355K Buy
+12,210
New +$366K 0.12% 63
2025
Q1 		– Sell
-19,392
Closed -$501K – 98
2024
Q4 		$501K Buy
+19,392
New +$516K 0.13% 64
2024
Q3 		– Sell
-11,960
Closed -$285K – 89
2024
Q2 		$285K Buy
11,960
+1,266
+12% +$30K 0.09% 68
2024
Q1 		$263K Buy
+10,694
New +$251K 0.09% 73
2023
Q4 		– Sell
-47,308
Closed -$980K – 76
2023
Q3 		$980K Buy
+47,308
New +$1.04M 0.39% 43
2023
Q2 		– Sell
-341,856
Closed -$7.17M – 74
2023
Q1 		$7.17M Buy
341,856
+64,364
+23% +$1.38M 2.96% 11
2022
Q4 		$5.62M Buy
+277,492
New +$5.69M 2.5% 15
2022
Q2 		– Sell
-295,254
Closed -$6.99M – 66
2022
Q1 		$6.99M Buy
295,254
+132,014
+81% +$3.12M 2.72% 17
2021
Q4 		$4.18M Buy
163,240
+120,548
+282% +$3.12M 1.55% 23
2021
Q3 		$1.07M Sell
42,692
-177,056
-81% -$4.5M 0.44% 36
2021
Q2 		$5.72M Sell
219,748
-43,628
-17% -$1.12M 2.43% 19
2021
Q1 		$6.56M Buy
263,376
+90,340
+52% +$2.22M 2.89% 12
2020
Q4 		$3.85M Buy
+173,036
New +$3.45M 1.8% 21

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

Capital Planning's SCHA Position: Q2 2026 in Review

Capital Planning increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.6% in Q2 2026, buying an estimated $34.7K and bringing the position to 13,261 shares worth $479K. The position accounts for 0.14% of the portfolio, ranked #56.

Capital Planning first reported a position in SCHA in Q4 2020 and has held it in 14 quarters since. The position peaked at $7.17M in Q1 2023. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Capital Planning held 13,261 shares of Schwab U.S Small- Cap ETF worth $479K as of Q2 2026.
  • Capital Planning bought 1,051 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $34.7K.
  • Schwab U.S Small- Cap ETF made up 0.14% of Capital Planning's portfolio in Q2 2026, its #56 holding.
  • Capital Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 14 quarters since.
  • Capital Planning's Schwab U.S Small- Cap ETF position peaked at $7.17M in Q1 2023.
  • 500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.