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

Financial Gravity Companies’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
2025 Q2	$2.48K	Buy	+98	New	+$2.32K	﹤0.01%	743

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Financial Gravity Companies's SCHA Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2025: 98 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings.

1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Financial Gravity Companies held 98 shares of Schwab U.S Small- Cap ETF worth $2.48K as of Q2 2025.
Schwab U.S Small- Cap ETF was a new Financial Gravity Companies position in Q2 2025.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #743 holding.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.