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

Financial Concepts Unlimited’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 		$533K Buy
14,749
+46
+0.3% +$1.52K 0.42% 22
2026
Q1 		$428K Buy
+14,703
New +$441K 0.38% 23

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Financial Concepts Unlimited's SCHA Position: Q2 2026 in Review

Financial Concepts Unlimited increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.31% in Q2 2026, buying an estimated $1.52K and bringing the position to 14,749 shares worth $533K. The position accounts for 0.42% of the portfolio, ranked #22.

Financial Concepts Unlimited first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Financial Concepts Unlimited held 14,749 shares of Schwab U.S Small- Cap ETF worth $533K as of Q2 2026.
  • Financial Concepts Unlimited bought 46 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.52K.
  • Schwab U.S Small- Cap ETF made up 0.42% of Financial Concepts Unlimited's portfolio in Q2 2026, its #22 holding.
  • Financial Concepts Unlimited first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Financial Concepts Unlimited's 13F filing for Q2 2026, filed 6 Aug 2026.