Elser Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Elser Financial 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	$3.49M	Sell	96,489 -2,332	-2%	-$77.1K	0.15%	29
2026 Q1	$2.88M	Sell	98,821 -5,514	-5%	-$165K	0.14%	29
2025 Q4	$2.97M	Sell	104,335 -2,747	-3%	-$77.6K	2.15%	8
2025 Q3	$3.01M	Sell	107,082 -7,733	-7%	-$207K	3.62%	7
2025 Q2	$2.9M	Sell	114,815 -373	-0.3%	-$8.82K	3.62%	7
2025 Q1	$2.7M	Sell	115,188 -3,731	-3%	-$95.1K	3.74%	6
2024 Q4	$3.08M	Sell	118,919 -8,823	-7%	-$235K	0.18%	25
2024 Q3	$3.29M	Buy	127,742 +2,068	+2%	+$51.3K	4.77%	4
2024 Q2	$2.98M	Buy	+125,674	New	+$2.98M	0.5%	22

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Elser Financial Planning's SCHA Position: Q2 2026 in Review

Elser Financial Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.4% in Q2 2026, selling an estimated $77.1K and leaving 96,489 shares worth $3.49M. The position accounts for 0.15% of the portfolio, ranked #29.

Elser Financial Planning first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Elser Financial Planning held 96,489 shares of Schwab U.S Small- Cap ETF worth $3.49M as of Q2 2026.
Elser Financial Planning sold 2,332 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $77.1K.
Schwab U.S Small- Cap ETF made up 0.15% of Elser Financial Planning's portfolio in Q2 2026, its #29 holding.
Elser Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Elser Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.