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

Grant Private 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 		$260K Sell
7,200
-1,209
-14% -$40K 0.11% 139
2026
Q1 		$245K Buy
8,409
+105
+1% +$3.15K 0.13% 135
2025
Q4 		$236K Sell
8,304
-1,008
-11% -$28.5K 0.14% 117
2025
Q3 		$260K Buy
+9,312
New +$249K 0.16% 113
2025
Q2 		– Sell
-10,312
Closed -$242K – 128
2025
Q1 		$242K Sell
10,312
-200
-2% -$5.1K 0.26% 107
2024
Q4 		$272K Buy
+10,512
New +$280K 0.29% 92

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Grant Private Wealth Management's SCHA Position: Q2 2026 in Review

Grant Private Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q2 2026, selling an estimated $40K and leaving 7,200 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #139.

Grant Private Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $272K in Q4 2024. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Grant Private Wealth Management held 7,200 shares of Schwab U.S Small- Cap ETF worth $260K as of Q2 2026.
  • Grant Private Wealth Management sold 1,209 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $40K.
  • Schwab U.S Small- Cap ETF made up 0.11% of Grant Private Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Grant Private Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Grant Private Wealth Management's Schwab U.S Small- Cap ETF position peaked at $272K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.