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Grantvest Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Grantvest Financial Group’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 		$1.41M Buy
39,112
+13
+0% +$430 0.82% 23
2026
Q1 		$1.14M Buy
39,099
+5
+0% +$150 0.74% 27
2025
Q4 		$1.11M Buy
39,094
+2,519
+7% +$71.1K 0.71% 30
2025
Q3 		$1.02M Buy
36,575
+1,260
+4% +$33.7K 0.7% 35
2025
Q2 		$893K Buy
35,315
+2,282
+7% +$53.9K 0.66% 35
2025
Q1 		$774K Sell
33,033
-4,114
-11% -$105K 0.63% 35
2024
Q4 		$961K Buy
+37,147
New +$988K 1.07% 28

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

Grantvest Financial Group's SCHA Position: Q2 2026 in Review

Grantvest Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.03% in Q2 2026, buying an estimated $430 and bringing the position to 39,112 shares worth $1.41M. The position accounts for 0.82% of the portfolio, ranked #23.

Grantvest Financial Group first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Grantvest Financial Group held 39,112 shares of Schwab U.S Small- Cap ETF worth $1.41M as of Q2 2026.
  • Grantvest Financial Group bought 13 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $430.
  • Schwab U.S Small- Cap ETF made up 0.82% of Grantvest Financial Group's portfolio in Q2 2026, its #23 holding.
  • Grantvest Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.