CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Carlton Hofferkamp & Jenks 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 		$944K Buy
27,423
+53
+0.2% +$1.75K 0.3% 67
2026
Q1 		$886K Sell
27,370
-43
-0.2% -$1.29K 0.3% 70
2025
Q4 		$781K Sell
27,413
-68
-0.2% -$1.92K 0.26% 75
2025
Q3 		$787K Sell
27,481
-123
-0.4% -$3.29K 0.26% 74
2025
Q2 		$719K Sell
27,604
-1,184
-4% -$28K 0.26% 76
2025
Q1 		$624K Buy
28,788
+11
+0% +$280 0.26% 79
2024
Q4 		$775K Sell
28,777
-29,223
-50% -$778K 0.29% 74
2024
Q3 		$746K Buy
58,000
+28,966
+100% +$719K 0.28% 75
2024
Q2 		$742K Sell
29,034
-616
-2% -$14.6K 0.29% 77
2024
Q1 		$686K Sell
29,650
-632
-2% -$14.8K 0.29% 77
2023
Q4 		$693K Buy
30,282
+142
+0.5% +$2.99K 0.29% 75
2023
Q3 		$580K Sell
30,140
-20
-0.1% -$439 0.27% 78
2023
Q2 		$681K Buy
30,160
+100
+0.3% +$2.08K 0.3% 75
2023
Q1 		$613K Sell
30,060
-1,134
-4% -$24.4K 0.28% 81
2022
Q4 		$691K Buy
31,194
+140
+0.5% +$2.87K 0.3% 79
2022
Q3 		$614K Buy
31,054
+1,354
+5% +$28.3K 0.29% 82
2022
Q2 		$598K Sell
29,700
-710
-2% -$15.2K 0.27% 83
2022
Q1 		$696K Buy
30,410
+102
+0.3% +$2.41K 0.29% 78
2021
Q4 		$696K Sell
30,308
-128
-0.4% -$3.31K 0.29% 77
2021
Q3 		$838K Buy
30,436
+1,056
+4% +$26.8K 0.34% 73
2021
Q2 		$721K Buy
29,380
+2,972
+11% +$76K 0.31% 77
2021
Q1 		$686K Sell
26,408
-64
-0.2% -$1.57K 0.31% 75
2020
Q4 		$640K Buy
26,472
+60
+0.2% +$1.2K 0.31% 73
2020
Q3 		$518K Sell
26,412
-1,052
-4% -$18.1K 0.27% 79
2020
Q2 		$473K Buy
27,464
+1,080
+4% +$16.2K 0.27% 76
2020
Q1 		$404K Sell
26,384
-196
-0.7% -$3.33K 0.25% 77
2019
Q4 		$495K Buy
26,580
+744
+3% +$13.5K 0.28% 76
2019
Q3 		$439K Buy
25,836
+196
+0.8% +$3.46K 0.27% 75
2019
Q2 		$458K Buy
25,640
+2,000
+8% +$35.4K 0.28% 73
2019
Q1 		$413K Sell
23,640
-1,068
-4% -$18.3K 0.26% 71
2018
Q4 		$374K Buy
24,708
+1,076
+5% +$18.2K 0.27% 71
2018
Q3 		$450K Buy
23,632
+3,800
+19% +$72.5K 0.28% 70
2018
Q2 		$369K Buy
19,832
+2,880
+17% +$52.1K 0.24% 75
2018
Q1 		$289K Buy
16,952
+4,244
+33% +$74.8K 0.19% 79
2017
Q4 		$221K Buy
+12,708
New +$218K 0.14% 83

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

Carlton Hofferkamp & Jenks Wealth Management's SCHA Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.19% in Q2 2026, buying an estimated $1.75K and bringing the position to 27,423 shares worth $944K. The position accounts for 0.3% of the portfolio, ranked #67.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in SCHA in Q4 2017 and has held it in 35 quarters since. 549 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 27,423 shares of Schwab U.S Small- Cap ETF worth $944K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management bought 53 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.75K.
  • Schwab U.S Small- Cap ETF made up 0.3% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • 549 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.