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

Fairway 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
2026 Q2	$291K	Buy	8,042 +7	+0.1%	+$231	0.07%	62
2026 Q1	$234K	Buy	8,035 +2,631	+49%	+$78.9K	0.06%	69
2025 Q4	$154K	Hold	5,404	–	–	0.04%	66
2025 Q3	$151K	Hold	5,404	–	–	0.04%	65
2025 Q2	$137K	Hold	5,404	–	–	0.04%	66
2025 Q1	$127K	Buy	5,404 +1,718	+47%	+$43.8K	0.05%	67
2024 Q4	$95.3K	Buy	+3,686	New	+$98.1K	0.04%	75

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

Fairway Wealth's SCHA Position: Q2 2026 in Review

Fairway Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.09% in Q2 2026, buying an estimated $231 and bringing the position to 8,042 shares worth $291K. The position accounts for 0.07% of the portfolio, ranked #62.

Fairway Wealth first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Fairway Wealth held 8,042 shares of Schwab U.S Small- Cap ETF worth $291K as of Q2 2026.
Fairway Wealth bought 7 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $231.
Schwab U.S Small- Cap ETF made up 0.07% of Fairway Wealth's portfolio in Q2 2026, its #62 holding.
Fairway Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.