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Connecticut Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Connecticut Wealth Management’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 		$452K Buy
12,515
+2
+0% +$66 0.02% 249
2026
Q1 		$364K Hold
12,513
– – 0.02% 258
2025
Q4 		$356K Sell
12,513
-145
-1% -$4.09K 0.02% 249
2025
Q3 		$353K Sell
12,658
-2,801
-18% -$74.9K 0.02% 256
2025
Q2 		$391K Buy
15,459
+6,555
+74% +$155K 0.02% 232
2025
Q1 		$209K Buy
+8,904
New +$227K 0.01% 291
2024
Q4 		– Sell
-7,988
Closed -$206K – 298
2024
Q3 		$206K Buy
+7,988
New +$198K 0.01% 317
2024
Q2 		– Sell
-9,206
Closed -$227K – 337
2024
Q1 		$227K Sell
9,206
-26
-0.3% -$609 0.01% 305
2023
Q4 		$218K Buy
+9,232
New +$195K 0.01% 303

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 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
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

Connecticut Wealth Management's SCHA Position: Q2 2026 in Review

Connecticut Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.02% in Q2 2026, buying an estimated $66 and bringing the position to 12,515 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #249.

Connecticut Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 9 quarters since. 828 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Connecticut Wealth Management held 12,515 shares of Schwab U.S Small- Cap ETF worth $452K as of Q2 2026.
  • Connecticut Wealth Management bought 2 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $66.
  • Schwab U.S Small- Cap ETF made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #249 holding.
  • Connecticut Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • 828 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.