JPL Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

JPL Wealth Management’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	$463K	Hold	12,808	–	–	0.09%	99
2026 Q1	$372K	Hold	12,808	–	–	0.09%	99
2025 Q4	$365K	Sell	12,808 -472	-4%	-$13.3K	0.09%	99
2025 Q3	$371K	Hold	13,280	–	–	0.09%	103
2025 Q2	$336K	Sell	13,280 -2,604	-16%	-$61.6K	0.09%	99
2025 Q1	$372K	Sell	15,884 -4,848	-23%	-$124K	0.11%	95
2024 Q4	$536K	Buy	+20,732	New	+$552K	0.15%	91
2024 Q2	$3.5M	Buy	147,472 +18,450	+14%	+$437K	1.71%	14
2024 Q1	$3.18M	Buy	129,022 +23,394	+22%	+$548K	1.75%	15
2023 Q4	$2.49M	Buy	+105,628	New	+$2.23M	1.8%	13

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

JPL Wealth Management's SCHA Position: Q2 2026 in Review

JPL Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 12,808 shares worth $463K. The position accounts for 0.09% of the portfolio, ranked #99.

JPL Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.5M in Q2 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

JPL Wealth Management held 12,808 shares of Schwab U.S Small- Cap ETF worth $463K as of Q2 2026.
JPL Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.09% of JPL Wealth Management's portfolio in Q2 2026, its #99 holding.
JPL Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's Schwab U.S Small- Cap ETF position peaked at $3.5M in Q2 2024.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.