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

FinDec Wealth Services’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	–	Sell	-9,577	Closed	-$224K	–	37
2025 Q1	$224K	Sell	9,577 -5,823	-38%	-$148K	0.22%	36
2024 Q4	$398K	Sell	15,400 -20,654	-57%	-$550K	0.28%	31
2024 Q3	$928K	Buy	36,054 +196	+0.5%	+$4.87K	0.54%	29
2024 Q2	$851K	Sell	35,858 -852	-2%	-$20.2K	0.54%	29
2024 Q1	$904K	Sell	36,710 -56	-0.2%	-$1.31K	0.57%	30
2023 Q4	$868K	Buy	36,766 +20,640	+128%	+$435K	0.58%	28
2023 Q3	$334K	Sell	16,126 -960	-6%	-$21.1K	0.24%	35
2023 Q2	$374K	Buy	17,086 +728	+4%	+$15.2K	0.26%	34
2023 Q1	$343K	Sell	16,358 -2,806	-15%	-$60.3K	0.26%	36
2022 Q4	$388K	Buy	+19,164	New	+$393K	0.32%	34

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

FinDec Wealth Services's SCHA Position: Q2 2025 in Review

FinDec Wealth Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 9,577 shares — an estimated $224K sold.

FinDec Wealth Services first reported a position in SCHA in Q4 2022 and held it in 10 quarters. The position peaked at $928K in Q3 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

FinDec Wealth Services reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
FinDec Wealth Services sold 9,577 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $224K.
FinDec Wealth Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 10 quarters.
FinDec Wealth Services's Schwab U.S Small- Cap ETF position peaked at $928K in Q3 2024.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on FinDec Wealth Services's 13F filing for Q2 2025, filed 24 Jul 2025.