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

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-14,933
Closed -$350K – 764
2025
Q1 		$350K Buy
14,933
+28
+0.2% +$714 0.08% 127
2024
Q4 		$385K Sell
14,905
-677
-4% -$18K 0.08% 127
2024
Q3 		$401K Buy
15,582
+84
+0.5% +$2.09K 0.07% 129
2024
Q2 		$369K Buy
15,498
+2
+0% +$47 0.07% 129
2024
Q1 		$382K Sell
15,496
-78
-0.5% -$1.83K 0.08% 120
2023
Q4 		$368K Sell
15,574
-274
-2% -$5.78K 0.08% 107
2023
Q3 		$307K Buy
15,848
+642
+4% +$14.1K 0.08% 113
2023
Q2 		$333K Buy
15,206
+928
+6% +$19.3K 0.07% 130
2023
Q1 		$299K Buy
14,278
+20
+0.1% +$430 0.06% 139
2022
Q4 		$289K Buy
14,258
+9,510
+200% +$195K 0.07% 134
2022
Q3 		$90K Buy
4,748
+6
+0.1% +$125 0.02% 260
2022
Q2 		$92K Buy
4,742
+8
+0.2% +$171 0.02% 260
2022
Q1 		$112K Sell
4,734
-630
-12% -$14.9K 0.02% 244
2021
Q4 		$137K Buy
5,364
+8
+0.1% +$207 0.03% 226
2021
Q3 		$134K Buy
5,356
+12
+0.2% +$305 0.03% 208
2021
Q2 		$139K Buy
5,344
+4
+0.1% +$102 0.03% 221
2021
Q1 		$133K Buy
5,340
+4
+0.1% +$98 0.03% 220
2020
Q4 		$119K Hold
5,336
– – 0.03% 210
2020
Q3 		$91K Sell
5,336
-232
-4% -$3.99K 0.03% 207
2020
Q2 		$91K Buy
5,568
+4
+0.1% +$60 0.04% 157
2020
Q1 		$72K Buy
+5,564
New +$94.6K 0.04% 117

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Carolinas Wealth Consulting's SCHA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 14,933 shares — an estimated $350K sold.

Carolinas Wealth Consulting first reported a position in SCHA in Q1 2020 and held it in 21 quarters. The position peaked at $401K in Q3 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14,933 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $350K.
  • Carolinas Wealth Consulting first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Schwab U.S Small- Cap ETF position peaked at $401K in Q3 2024.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.