FF
SCHA icon

Frankly Finances’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Frankly Finances’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 		$78.3K Hold
2,168
– – 0.06% 57
2026
Q1 		$63K Hold
2,168
– – 0.06% 54
2025
Q4 		$61.7K Buy
+2,168
New +$61.2K 0.06% 54

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Frankly Finances's SCHA Position: Q2 2026 in Review

Frankly Finances held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 2,168 shares worth $78.3K. The position accounts for 0.06% of the portfolio, ranked #57.

Frankly Finances first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Frankly Finances held 2,168 shares of Schwab U.S Small- Cap ETF worth $78.3K as of Q2 2026.
  • Frankly Finances left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.06% of Frankly Finances's portfolio in Q2 2026, its #57 holding.
  • Frankly Finances first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Frankly Finances's 13F filing for Q2 2026, filed 13 Jul 2026.