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Cassady Wealth & Retirement Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cassady Wealth & Retirement 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 		$721K Sell
19,947
-1,243
-6% -$41.1K 0.34% 55
2026
Q1 		$687K Sell
21,190
-935
-4% -$28K 0.36% 58
2025
Q4 		$630K Buy
+22,125
New +$625K 0.41% 61

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

Cassady Wealth & Retirement Planning's SCHA Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.9% in Q2 2026, selling an estimated $41.1K and leaving 19,947 shares worth $721K. The position accounts for 0.34% of the portfolio, ranked #55.

Cassady Wealth & Retirement Planning first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 19,947 shares of Schwab U.S Small- Cap ETF worth $721K as of Q2 2026.
  • Cassady Wealth & Retirement Planning sold 1,243 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $41.1K.
  • Schwab U.S Small- Cap ETF made up 0.34% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #55 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.