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

Dodds 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
2025
Q2 		– Sell
-261,356
Closed -$6.12M – 59
2025
Q1 		$6.12M Buy
261,356
+17,978
+7% +$458K 2% 10
2024
Q4 		$6.54M Sell
243,378
-226,584
-48% -$6.03M 2.1% 10
2024
Q3 		$5.96M Buy
469,962
+240,536
+105% +$5.97M 1.99% 12
2024
Q2 		$5.39M Buy
229,426
+9,254
+4% +$219K 2.1% 10
2024
Q1 		$5.42M Buy
220,172
+37,394
+20% +$876K 2.2% 10
2023
Q4 		$4.32M Buy
+182,778
New +$3.85M 2.21% 11

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Dodds Wealth's SCHA Position: Q2 2025 in Review

Dodds Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 261,356 shares — an estimated $6.12M sold.

Dodds Wealth first reported a position in SCHA in Q4 2023 and held it in 6 quarters. The position peaked at $6.54M in Q4 2024. 1,139 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Dodds Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Dodds Wealth sold 261,356 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $6.12M.
  • Dodds Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 6 quarters.
  • Dodds Wealth's Schwab U.S Small- Cap ETF position peaked at $6.54M in Q4 2024.
  • 1,139 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Dodds Wealth's 13F filing for Q2 2025, filed 31 Jul 2025.