HWA
SCHA icon

Heritage Wealth Architects’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Heritage Wealth Architects’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 		$516K Sell
15,037
-295
-2% -$9.75K 0.21% 48
2026
Q1 		$500K Hold
15,332
– – 0.21% 48
2025
Q4 		$468K Sell
15,332
-280
-2% -$7.91K 0.22% 46
2025
Q3 		$436K Hold
15,612
– – 0.27% 41
2025
Q2 		$395K Buy
+15,612
New +$369K 0.29% 36

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

Heritage Wealth Architects's SCHA Position: Q2 2026 in Review

Heritage Wealth Architects reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.9% in Q2 2026, selling an estimated $9.75K and leaving 15,037 shares worth $516K. The position accounts for 0.21% of the portfolio, ranked #48.

Heritage Wealth Architects first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 314 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Heritage Wealth Architects held 15,037 shares of Schwab U.S Small- Cap ETF worth $516K as of Q2 2026.
  • Heritage Wealth Architects sold 295 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.75K.
  • Schwab U.S Small- Cap ETF made up 0.21% of Heritage Wealth Architects's portfolio in Q2 2026, its #48 holding.
  • Heritage Wealth Architects first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 314 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Heritage Wealth Architects's 13F filing for Q2 2026, filed 15 Jul 2026.