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Graney & King’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Graney & King’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 		$2.79K Hold
77
– – ﹤0.01% 313
2026
Q1 		$2.24K Hold
77
– – ﹤0.01% 307
2025
Q4 		$2.19K Hold
77
– – ﹤0.01% 307
2025
Q3 		$2.14K Buy
77
+1
+1% +$27 ﹤0.01% 303
2025
Q2 		$1.93K Hold
76
– – ﹤0.01% 298
2025
Q1 		$1.78K Hold
76
– – ﹤0.01% 295
2024
Q4 		$1.97K Buy
+76
New +$2.02K ﹤0.01% 272

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

Graney & King's SCHA Position: Q2 2026 in Review

Graney & King held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 77 shares worth $2.79K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Graney & King first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Graney & King held 77 shares of Schwab U.S Small- Cap ETF worth $2.79K as of Q2 2026.
  • Graney & King left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Graney & King's portfolio in Q2 2026, its #313 holding.
  • Graney & King first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.