Greykasell Wealth Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Greykasell Wealth Strategies’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	$4.19K	Hold	116	–	–	﹤0.01%	439
2026 Q1	$3.37K	Hold	116	–	–	﹤0.01%	492
2025 Q4	$3.3K	Hold	116	–	–	﹤0.01%	432
2025 Q3	$3.24K	Hold	116	–	–	﹤0.01%	355
2025 Q2	$2.94K	Hold	116	–	–	﹤0.01%	294
2025 Q1	$2.72K	Buy	+116	New	+$2.96K	﹤0.01%	321

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

Greykasell Wealth Strategies's SCHA Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 116 shares worth $4.19K. The position accounts for ﹤0.01% of the portfolio, ranked #439.

Greykasell Wealth Strategies first reported a position in SCHA in Q1 2025 and has held it in 6 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Greykasell Wealth Strategies held 116 shares of Schwab U.S Small- Cap ETF worth $4.19K as of Q2 2026.
Greykasell Wealth Strategies 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 Greykasell Wealth Strategies's portfolio in Q2 2026, its #439 holding.
Greykasell Wealth Strategies first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.