Financial Synergies Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Financial Synergies Wealth Advisors’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	$872K	Buy	24,127 +116	+0.5%	+$3.83K	0.07%	67
2026 Q1	$698K	Buy	24,011 +103	+0.4%	+$3.09K	0.07%	70
2025 Q4	$681K	Sell	23,908 -155	-0.6%	-$4.38K	0.07%	66
2025 Q3	$671K	Buy	24,063 +24	+0.1%	+$642	0.07%	59
2025 Q2	$608K	Buy	24,039 +863	+4%	+$20.4K	0.07%	59
2025 Q1	$543K	Sell	23,176 -26	-0.1%	-$663	0.07%	54
2024 Q4	$600K	Sell	23,202 -2,706	-10%	-$72K	0.07%	47
2024 Q3	$667K	Buy	25,908 +2,674	+12%	+$66.4K	0.08%	47
2024 Q2	$551K	Sell	23,234 -1,268	-5%	-$30.1K	0.07%	49
2024 Q1	$603K	Sell	24,502 -12,628	-34%	-$296K	0.08%	49
2023 Q4	$752K	Buy	37,130 +6,944	+23%	+$146K	0.12%	46
2023 Q3	$625K	Sell	30,186 -1,560	-5%	-$34.2K	0.09%	46
2023 Q2	$695K	Sell	31,746 -5,144	-14%	-$107K	0.1%	44
2023 Q1	$773K	Sell	36,890 -240	-0.6%	-$5.16K	0.11%	44
2022 Q4	$752K	Buy	37,130 +60	+0.2%	+$1.23K	0.12%	46
2022 Q3	$701K	Sell	37,070 -22	-0.1%	-$460	0.12%	44
2022 Q2	$723K	Sell	37,092 -3,272	-8%	-$69.9K	0.12%	44
2022 Q1	$956K	Buy	40,364 +8	+0%	+$189	0.15%	37
2021 Q4	$1.03M	Sell	40,356 -3,048	-7%	-$78.9K	0.14%	37
2021 Q3	$1.09M	Sell	43,404 -672	-2%	-$17.1K	0.15%	32
2021 Q2	$1.15M	Sell	44,076 -528	-1%	-$13.5K	0.16%	32
2021 Q1	$1.11M	Sell	44,604 -28	-0.1%	-$689	0.16%	31
2020 Q4	$993K	Sell	44,632 -46,536	-51%	-$927K	0.15%	31
2020 Q3	$1.56M	Sell	91,168 -84,060	-48%	-$1.45M	0.4%	30
2020 Q2	$2.86M	Sell	175,228 -19,052	-10%	-$285K	0.97%	17
2020 Q1	$2.5M	Buy	194,280 +16,108	+9%	+$274K	1.42%	8
2019 Q4	$3.37M	Buy	178,172 +15,272	+9%	+$276K	1.51%	9
2019 Q3	$2.84M	Buy	162,900 +10,128	+7%	+$179K	1.39%	9
2019 Q2	$2.73M	Buy	152,772 +22,820	+18%	+$404K	1.37%	9
2019 Q1	$2.27M	Buy	+129,952	New	+$2.22M	1.21%	9

Other funds holding SCHA

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

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Financial Synergies Wealth Advisors's SCHA Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.48% in Q2 2026, buying an estimated $3.83K and bringing the position to 24,127 shares worth $872K. The position accounts for 0.07% of the portfolio, ranked #67.

Financial Synergies Wealth Advisors first reported a position in SCHA in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.37M in Q4 2019. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Financial Synergies Wealth Advisors held 24,127 shares of Schwab U.S Small- Cap ETF worth $872K as of Q2 2026.
Financial Synergies Wealth Advisors bought 116 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.83K.
Schwab U.S Small- Cap ETF made up 0.07% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Financial Synergies Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 30 quarters since.
Financial Synergies Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $3.37M in Q4 2019.
500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.