Center for Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Center for Financial 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
2025 Q2	–	Sell	-1,497	Closed	-$35.1K	–	702
2025 Q1	$35.1K	Buy	+1,497	New	+$38.2K	﹤0.01%	325
2023 Q3	–	Sell	-16	Closed	-$351	–	563
2023 Q2	$351	Hold	16	–	–	﹤0.01%	546
2023 Q1	$336	Hold	16	–	–	﹤0.01%	511
2022 Q4	$324	Hold	16	–	–	﹤0.01%	519
2022 Q3	$0	Hold	16	–	–	﹤0.01%	678
2022 Q2	$0	Hold	16	–	–	﹤0.01%	558
2022 Q1	$0	Buy	+16	New	+$378	﹤0.01%	567
2020 Q4	–	Sell	-116	Closed	-$2K	–	483
2020 Q3	$2K	Hold	116	–	–	﹤0.01%	409
2020 Q2	$2K	Sell	116 -84	-42%	-$1.26K	﹤0.01%	416
2020 Q1	$3K	Buy	200 +84	+72%	+$1.43K	﹤0.01%	473
2019 Q4	$2K	Buy	+116	New	+$2.1K	﹤0.01%	429

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Center for Financial Planning's SCHA Position: Q2 2025 in Review

Center for Financial Planning sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 1,497 shares — an estimated $35.1K sold.

Center for Financial Planning first reported a position in SCHA in Q4 2019 and held it in 11 quarters. The position peaked at $35.1K in Q1 2025. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Center for Financial Planning reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
Center for Financial Planning sold 1,497 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $35.1K.
Center for Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 11 quarters.
Center for Financial Planning's Schwab U.S Small- Cap ETF position peaked at $35.1K in Q1 2025.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Center for Financial Planning's 13F filing for Q2 2025, filed 4 Aug 2025.