Keeler & Nadler Financial Planning & Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Keeler & Nadler Financial Planning & 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	$1.2M	Buy	33,340 +169	+0.5%	+$5.58K	0.34%	37
2026 Q1	$965K	Buy	33,171 +214	+0.6%	+$6.42K	0.33%	38
2025 Q4	$939K	Buy	32,957 +145	+0.4%	+$4.09K	0.33%	39
2025 Q3	$915K	Sell	32,812 -1,212	-4%	-$32.4K	0.34%	40
2025 Q2	$861K	Buy	34,024 +190	+0.6%	+$4.49K	0.34%	42
2025 Q1	$794K	Sell	33,834 -481	-1%	-$12.3K	0.36%	38
2024 Q4	$887K	Sell	34,315 -5,331	-13%	-$142K	0.42%	34
2024 Q3	$1.02M	Sell	39,646 -990	-2%	-$24.6K	0.5%	31
2024 Q2	$964K	Sell	40,636 -2,496	-6%	-$59.2K	0.53%	31
2024 Q1	$1.06M	Sell	43,132 -5,264	-11%	-$123K	0.64%	31
2023 Q4	$1.14M	Buy	+48,396	New	+$1.02M	0.83%	24
2022 Q4	$1.03M	Buy	+50,984	New	+$1.04M	0.94%	23
2021 Q4	$1.23M	Buy	+47,960	New	+$1.24M	1.13%	23

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's SCHA Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.51% in Q2 2026, buying an estimated $5.58K and bringing the position to 33,340 shares worth $1.2M. The position accounts for 0.34% of the portfolio, ranked #37.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.23M in Q4 2021. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Keeler & Nadler Financial Planning & Wealth Management held 33,340 shares of Schwab U.S Small- Cap ETF worth $1.2M as of Q2 2026.
Keeler & Nadler Financial Planning & Wealth Management bought 169 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.58K.
Schwab U.S Small- Cap ETF made up 0.34% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #37 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 13 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.23M in Q4 2021.
959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.