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

Envision Financial’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 		$1.65M Sell
45,562
-3,319
-7% -$110K 0.76% 27
2026
Q1 		$1.42M Sell
48,881
-3,544
-7% -$106K 0.76% 26
2025
Q4 		$1.49M Sell
52,425
-3,801
-7% -$107K 0.79% 25
2025
Q3 		$1.57M Buy
56,226
+88
+0.2% +$2.35K 0.9% 25
2025
Q2 		$1.42M Sell
56,138
-607
-1% -$14.3K 0.95% 25
2025
Q1 		$1.33M Sell
56,745
-1,022
-2% -$26.1K 1% 24
2024
Q4 		$1.49M Buy
+57,767
New +$1.54M 1.2% 23

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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

Envision Financial's SCHA Position: Q2 2026 in Review

Envision Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.8% in Q2 2026, selling an estimated $110K and leaving 45,562 shares worth $1.65M. The position accounts for 0.76% of the portfolio, ranked #27.

Envision Financial first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Envision Financial held 45,562 shares of Schwab U.S Small- Cap ETF worth $1.65M as of Q2 2026.
  • Envision Financial sold 3,319 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $110K.
  • Schwab U.S Small- Cap ETF made up 0.76% of Envision Financial's portfolio in Q2 2026, its #27 holding.
  • Envision Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.