CWP
SCHA icon

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

Core 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 		$204K Buy
+5,641
New +$186K 0.09% 178
2025
Q2 		– Sell
-12,685
Closed -$297K – 186
2025
Q1 		$297K Buy
12,685
+23
+0.2% +$586 0.17% 120
2024
Q4 		$327K Buy
12,662
+2,214
+21% +$58.9K 0.19% 112
2024
Q3 		$269K Buy
+10,448
New +$259K 0.16% 127

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Core Wealth Partners opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 5,641 shares worth $204K. The stake represents 0.09% of the portfolio and ranks #178 among its holdings. This is a return to the name: Core Wealth Partners previously reported a position in SCHA as recently as Q1 2025.

Core Wealth Partners first reported a position in SCHA in Q3 2024 and has held it in 4 quarters since. The position peaked at $327K in Q4 2024. 445 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Core Wealth Partners held 5,641 shares of Schwab U.S Small- Cap ETF worth $204K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Core Wealth Partners position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.09% of Core Wealth Partners's portfolio in Q2 2026, its #178 holding.
  • Core Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • Core Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $327K in Q4 2024.
  • 445 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.