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

Grey Fox 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 		$219K Buy
+6,050
New +$200K 0.03% 164
2025
Q4 		– Sell
-1,652
Closed -$46.1K – 506
2025
Q3 		$46.1K Buy
+1,652
New +$44.2K 0.01% 275
2023
Q2 		– Sell
-1,468
Closed -$30.8K – 426
2023
Q1 		$30.8K Buy
1,468
+4
+0.3% +$86 0.02% 231
2022
Q4 		$29.7K Buy
+1,464
New +$30K 0.02% 203

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Grey Fox Wealth Advisors's SCHA Position: Q2 2026 in Review

Grey Fox Wealth Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,050 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings. This is a return to the name: Grey Fox Wealth Advisors previously reported a position in SCHA as recently as Q3 2025.

Grey Fox Wealth Advisors first reported a position in SCHA in Q4 2022 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Grey Fox Wealth Advisors held 6,050 shares of Schwab U.S Small- Cap ETF worth $219K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Grey Fox Wealth Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #164 holding.
  • Grey Fox Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.