Holistic Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Holistic Planning’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	$227K	Buy	+6,270	New	+$207K	0.04%	311

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

Holistic Planning's SCHA Position: Q2 2026 in Review

Holistic Planning opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,270 shares worth $227K. The stake represents 0.04% of the portfolio and ranks #311 among its holdings.

1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Holistic Planning held 6,270 shares of Schwab U.S Small- Cap ETF worth $227K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Holistic Planning position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #311 holding.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.