Confluence Wealth Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Confluence Wealth Services’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	$249K	Buy	+6,891	New	+$228K	0.01%	432

Other funds holding SCHA

Wealth Enhancement Advisory Services

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

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Confluence Wealth Services's SCHA Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,891 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings.

500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Confluence Wealth Services held 6,891 shares of Schwab U.S Small- Cap ETF worth $249K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Confluence Wealth Services position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #432 holding.
500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.