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

Everhart Financial Group’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 		$2.31M Sell
63,876
-7,427
-10% -$245K 0.15% 69
2026
Q1 		$2.07M Buy
71,303
+836
+1% +$25.1K 0.18% 71
2025
Q4 		$2.01M Sell
70,467
-7,158
-9% -$202K 0.19% 71
2025
Q3 		$2.17M Sell
77,625
-68
-0.1% -$1.82K 0.22% 54
2025
Q2 		$1.97M Sell
77,693
-1,747
-2% -$41.3K 0.23% 57
2025
Q1 		$1.86M Buy
79,440
+449
+0.6% +$11.4K 0.25% 50
2024
Q4 		$2.04M Sell
78,991
-20,359
-20% -$542K 0.42% 44
2024
Q3 		$2.56M Sell
99,350
-864
-0.9% -$21.5K 0.57% 34
2024
Q2 		$2.38M Sell
100,214
-672
-0.7% -$15.9K 0.62% 31
2024
Q1 		$2.48M Sell
100,886
-1,362
-1% -$31.9K 0.72% 28
2023
Q4 		$2.42M Sell
102,248
-4,820
-5% -$102K 0.86% 29
2023
Q3 		$2.22M Sell
107,068
-8,018
-7% -$176K 0.94% 28
2023
Q2 		$2.05M Sell
115,086
-10,450
-8% -$218K 0.85% 29
2023
Q1 		$2.63M Sell
125,536
-818
-0.6% -$17.6K 1.18% 19
2022
Q4 		$2.56M Sell
126,354
-1,380
-1% -$28.3K 1.29% 19
2022
Q3 		$2.41M Buy
127,734
+680
+0.5% +$14.2K 1.34% 19
2022
Q2 		$2.48M Sell
127,054
-504
-0.4% -$10.8K 1.51% 15
2022
Q1 		$3.02M Buy
127,558
+954
+0.8% +$22.5K 1.75% 15
2021
Q4 		$3.24M Sell
126,604
-2,120
-2% -$54.9K 1.96% 15
2021
Q3 		$3.22M Sell
128,724
-520
-0.4% -$13.2K 2.21% 12
2021
Q2 		$3.37M Sell
129,244
-10,952
-8% -$280K 2.32% 13
2021
Q1 		$3.49M Sell
140,196
-13,552
-9% -$333K 3.07% 8
2020
Q4 		$3.42M Buy
+153,748
New +$3.06M 3.16% 8

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

Everhart Financial Group's SCHA Position: Q2 2026 in Review

Everhart Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 10% in Q2 2026, selling an estimated $245K and leaving 63,876 shares worth $2.31M. The position accounts for 0.15% of the portfolio, ranked #69.

Everhart Financial Group first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.49M in Q1 2021. 280 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Everhart Financial Group held 63,876 shares of Schwab U.S Small- Cap ETF worth $2.31M as of Q2 2026.
  • Everhart Financial Group sold 7,427 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $245K.
  • Schwab U.S Small- Cap ETF made up 0.15% of Everhart Financial Group's portfolio in Q2 2026, its #69 holding.
  • Everhart Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Schwab U.S Small- Cap ETF position peaked at $3.49M in Q1 2021.
  • 280 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.