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

Elevation 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	$1.37M	Buy	38,029 +133	+0.4%	+$4.39K	0.41%	42
2026 Q1	$1.1M	Buy	37,896 +477	+1%	+$14.3K	0.39%	41
2025 Q4	$1.07M	Sell	37,419 -1,689	-4%	-$47.7K	0.38%	42
2025 Q3	$1.09M	Buy	39,108 +1,193	+3%	+$31.9K	0.39%	43
2025 Q2	$959K	Buy	37,915 +662	+2%	+$15.7K	0.38%	46
2025 Q1	$873K	Sell	37,253 -143	-0.4%	-$3.65K	0.38%	47
2024 Q4	$967K	Sell	37,396 -1,290	-3%	-$34.3K	0.41%	42
2024 Q3	$996K	Buy	38,686 +572	+2%	+$14.2K	0.43%	43
2024 Q2	$904K	Sell	38,114 -42	-0.1%	-$996	0.43%	44
2024 Q1	$939K	Sell	38,156 -3,512	-8%	-$82.3K	0.47%	43
2023 Q4	$863K	Buy	41,668 +26,148	+168%	+$551K	0.52%	39
2023 Q3	$321K	Sell	15,520 -156	-1%	-$3.42K	0.28%	44
2023 Q2	$343K	Buy	15,676 +694	+5%	+$14.5K	0.29%	44
2023 Q1	$314K	Buy	+14,982	New	+$322K	0.29%	47

Other funds holding SCHA

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

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

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

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

KAS

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

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

Elevation Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.35% in Q2 2026, buying an estimated $4.39K and bringing the position to 38,029 shares worth $1.37M. The position accounts for 0.41% of the portfolio, ranked #42.

Elevation Wealth Partners first reported a position in SCHA in Q1 2023 and has held it in 14 quarters since. 625 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Elevation Wealth Partners held 38,029 shares of Schwab U.S Small- Cap ETF worth $1.37M as of Q2 2026.
Elevation Wealth Partners bought 133 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $4.39K.
Schwab U.S Small- Cap ETF made up 0.41% of Elevation Wealth Partners's portfolio in Q2 2026, its #42 holding.
Elevation Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 14 quarters since.
625 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.