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

FSM 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	$2.11M	Sell	58,533 -15,681	-21%	-$518K	0.23%	62
2026 Q1	$2.16M	Sell	74,214 -10,390	-12%	-$311K	0.28%	49
2025 Q4	$2.41M	Sell	84,604 -13,652	-14%	-$386K	0.33%	45
2025 Q3	$2.74M	Sell	98,256 -1,941	-2%	-$51.9K	0.39%	46
2025 Q2	$2.58M	Buy	100,197 +46,416	+86%	+$1.1M	0.42%	46
2025 Q1	$1.26M	Buy	53,781 +23,932	+80%	+$610K	0.28%	49
2024 Q4	$789K	Buy	29,849 +2,481	+9%	+$66K	0.19%	73
2024 Q3	$705K	Hold	27,368	–	–	0.19%	74
2024 Q2	$649K	Buy	27,368 +2	+0%	+$47	0.22%	73
2024 Q1	$674K	Sell	27,366 -724	-3%	-$17K	0.24%	70
2023 Q4	$663K	Buy	28,090 +17,084	+155%	+$360K	0.28%	66
2023 Q3	$228K	Buy	+11,006	New	+$242K	0.11%	131

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

FSM Wealth Advisors's SCHA Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 21% in Q2 2026, selling an estimated $518K and leaving 58,533 shares worth $2.11M. The position accounts for 0.23% of the portfolio, ranked #62.

FSM Wealth Advisors first reported a position in SCHA in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.74M in Q3 2025. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

FSM Wealth Advisors held 58,533 shares of Schwab U.S Small- Cap ETF worth $2.11M as of Q2 2026.
FSM Wealth Advisors sold 15,681 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $518K.
Schwab U.S Small- Cap ETF made up 0.23% of FSM Wealth Advisors's portfolio in Q2 2026, its #62 holding.
FSM Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 12 quarters since.
FSM Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $2.74M in Q3 2025.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.