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

Cassaday & Co 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 		$66.4K Buy
1,839
+165
+10% +$5.45K ﹤0.01% 572
2026
Q1 		$48.7K Buy
+1,674
New +$50.2K ﹤0.01% 616

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
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

Cassaday & Co Wealth Management's SCHA Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9.9% in Q2 2026, buying an estimated $5.45K and bringing the position to 1,839 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Cassaday & Co Wealth Management first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,839 shares of Schwab U.S Small- Cap ETF worth $66.4K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 165 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.45K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #572 holding.
  • Cassaday & Co Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.