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Clark Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Clark Wealth Partners’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 		– Sell
-36
Closed -$1.05K – 635
2026
Q1 		$1.05K Buy
+36
New +$1.08K ﹤0.01% 518

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Northwestern Mutual Wealth Management
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Creative Planning
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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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clark Wealth Partners's SCHA Position: Q2 2026 in Review

Clark Wealth Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 36 shares — an estimated $1.05K sold.

Clark Wealth Partners first reported a position in SCHA in Q1 2026 and held it in 1 quarter. The position peaked at $1.05K in Q1 2026. 1,308 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Clark Wealth Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 36 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.05K.
  • Clark Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and held it in 1 quarter.
  • Clark Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $1.05K in Q1 2026.
  • 1,308 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.