Code Waechter’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Code Waechter’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	$2.81M	Sell	77,822 -1,706	-2%	-$56.4K	1.45%	16
2026 Q1	$2.31M	Sell	79,528 -863	-1%	-$25.9K	1.37%	14
2025 Q4	$2.29M	Sell	80,391 -230	-0.3%	-$6.5K	1.47%	14
2025 Q3	$2.27M	Sell	80,621 -9,458	-10%	-$253K	1.48%	15
2025 Q2	$2.28M	Sell	90,079 -5,685	-6%	-$134K	1.62%	14
2025 Q1	$2.24M	Buy	95,764 +13,131	+16%	+$335K	1.85%	13
2024 Q4	$2.14M	Sell	82,633 -315	-0.4%	-$8.38K	1.86%	12
2024 Q3	$2.14M	Buy	+82,948	New	+$2.06M	2.04%	11

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Code Waechter's SCHA Position: Q2 2026 in Review

Code Waechter reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.1% in Q2 2026, selling an estimated $56.4K and leaving 77,822 shares worth $2.81M. The position accounts for 1.45% of the portfolio, ranked #16.

Code Waechter first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Code Waechter held 77,822 shares of Schwab U.S Small- Cap ETF worth $2.81M as of Q2 2026.
Code Waechter sold 1,706 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $56.4K.
Schwab U.S Small- Cap ETF made up 1.45% of Code Waechter's portfolio in Q2 2026, its #16 holding.
Code Waechter first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.