Forza Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Forza Wealth 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	$224K	Buy	+6,197	New	+$205K	0.07%	186

Other funds holding SCHA

Wealth Enhancement Advisory Services

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

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

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Forza Wealth Management's SCHA Position: Q2 2026 in Review

Forza Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,197 shares worth $224K. The stake represents 0.07% of the portfolio and ranks #186 among its holdings.

342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Forza Wealth Management held 6,197 shares of Schwab U.S Small- Cap ETF worth $224K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Forza Wealth Management position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.07% of Forza Wealth Management's portfolio in Q2 2026, its #186 holding.
342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.