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DiNuzzo Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

DiNuzzo Private Wealth’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 		$4.95K Hold
137
– – ﹤0.01% 408
2026
Q1 		$3.98K Hold
137
– – ﹤0.01% 432
2025
Q4 		$3.9K Hold
137
– – ﹤0.01% 431
2025
Q3 		$3.74K Buy
+137
New +$3.66K ﹤0.01% 435

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

DiNuzzo Private Wealth's SCHA Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 137 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

DiNuzzo Private Wealth first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • DiNuzzo Private Wealth held 137 shares of Schwab U.S Small- Cap ETF worth $4.95K as of Q2 2026.
  • DiNuzzo Private Wealth 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 DiNuzzo Private Wealth's portfolio in Q2 2026, its #408 holding.
  • DiNuzzo Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.