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Clarity Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Clarity Wealth Advisors’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 		$268K Hold
7,411
– – 0.05% 100
2026
Q1 		$216K Hold
7,411
– – 0.04% 104
2025
Q4 		$211K Buy
+7,411
New +$209K 0.04% 104

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Clarity Wealth Advisors's SCHA Position: Q2 2026 in Review

Clarity Wealth Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,411 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #100.

Clarity Wealth Advisors first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Clarity Wealth Advisors held 7,411 shares of Schwab U.S Small- Cap ETF worth $268K as of Q2 2026.
  • Clarity Wealth Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.05% of Clarity Wealth Advisors's portfolio in Q2 2026, its #100 holding.
  • Clarity Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.