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

Comprehensive 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
2026
Q2 		$153K Hold
4,248
– – 0.08% 126
2026
Q1 		$124K Buy
+4,248
New +$127K 0.09% 114

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

Comprehensive Financial Planning's SCHA Position: Q2 2026 in Review

Comprehensive Financial Planning held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 4,248 shares worth $153K. The position accounts for 0.08% of the portfolio, ranked #126.

Comprehensive Financial Planning first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Comprehensive Financial Planning held 4,248 shares of Schwab U.S Small- Cap ETF worth $153K as of Q2 2026.
  • Comprehensive Financial Planning left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.08% of Comprehensive Financial Planning's portfolio in Q2 2026, its #126 holding.
  • Comprehensive Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.