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

Curated 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	$334K	Buy	+307,156	New	+$10.1M	0.04%	391

Other funds holding SCHA

Wealth Enhancement Advisory Services

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

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Curated Wealth Partners opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 307,156 shares worth $334K. The stake represents 0.04% of the portfolio and ranks #391 among its holdings.

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

Curated Wealth Partners held 307,156 shares of Schwab U.S Small- Cap ETF worth $334K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Curated Wealth Partners position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.04% of Curated Wealth Partners's portfolio in Q2 2026, its #391 holding.
577 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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