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

Financial Solutions Advisory 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 		$2.35M Buy
67,292
+859
+1% +$28.4K 0.3% 47
2026
Q1 		$1.93M Buy
+66,433
New +$1.99M 0.27% 47

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Financial Solutions Advisory Group's SCHA Position: Q2 2026 in Review

Financial Solutions Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q2 2026, buying an estimated $28.4K and bringing the position to 67,292 shares worth $2.35M. The position accounts for 0.3% of the portfolio, ranked #47.

Financial Solutions Advisory Group first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Financial Solutions Advisory Group held 67,292 shares of Schwab U.S Small- Cap ETF worth $2.35M as of Q2 2026.
  • Financial Solutions Advisory Group bought 859 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $28.4K.
  • Schwab U.S Small- Cap ETF made up 0.3% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #47 holding.
  • Financial Solutions Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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