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Forum Financial Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Forum Financial Management’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 		$441K Sell
12,201
-616
-5% -$20.4K 0.01% 224
2026
Q1 		$373K Buy
12,817
+2,773
+28% +$83.1K 0.01% 234
2025
Q4 		$286K Buy
10,044
+731
+8% +$20.6K ﹤0.01% 774
2025
Q3 		$260K Buy
9,313
+13
+0.1% +$348 ﹤0.01% 814
2025
Q2 		$235K Buy
+9,300
New +$220K ﹤0.01% 809

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

Forum Financial Management's SCHA Position: Q2 2026 in Review

Forum Financial Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.8% in Q2 2026, selling an estimated $20.4K and leaving 12,201 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #224.

Forum Financial Management first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Forum Financial Management held 12,201 shares of Schwab U.S Small- Cap ETF worth $441K as of Q2 2026.
  • Forum Financial Management sold 616 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $20.4K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #224 holding.
  • Forum Financial Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.