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Decker Retirement Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Decker Retirement 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 		$1.37K Hold
38
– – ﹤0.01% 358
2026
Q1 		$1.1K Hold
38
– – ﹤0.01% 260
2025
Q4 		$1.08K Sell
38
-125
-77% -$3.53K ﹤0.01% 212
2025
Q3 		$4.55K Buy
163
+125
+329% +$3.34K ﹤0.01% 187
2025
Q2 		$961 Hold
38
– – ﹤0.01% 284
2025
Q1 		$890 Sell
38
-536
-93% -$13.7K ﹤0.01% 196
2024
Q4 		$14.8K Buy
+574
New +$15.3K 0.01% 212

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Decker Retirement Planning's SCHA Position: Q2 2026 in Review

Decker Retirement Planning held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 38 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Decker Retirement Planning first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.8K in Q4 2024. 247 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Decker Retirement Planning held 38 shares of Schwab U.S Small- Cap ETF worth $1.37K as of Q2 2026.
  • Decker Retirement Planning left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Decker Retirement Planning's portfolio in Q2 2026, its #358 holding.
  • Decker Retirement Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Decker Retirement Planning's Schwab U.S Small- Cap ETF position peaked at $14.8K in Q4 2024.
  • 247 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.