Keystone Financial Group (Georgia)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Keystone Financial Group (Georgia)’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	$28.5K	Buy	790 +3	+0.4%	+$99	0.02%	96
2026 Q1	$22.9K	Buy	787 +1	+0.1%	+$30	0.01%	101
2025 Q4	$22.4K	Buy	786 +3	+0.4%	+$85	0.01%	105
2025 Q3	$21.8K	Buy	783 +3	+0.4%	+$80	0.01%	105
2025 Q2	$20.4K	Buy	780 +2	+0.3%	+$47	0.01%	116
2025 Q1	$18K	Buy	778 +2	+0.3%	+$51	0.01%	120
2024 Q4	$20.1K	Buy	+776	New	+$20.6K	0.02%	120

Other funds holding SCHA

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

SIM

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

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Keystone Financial Group (Georgia)'s SCHA Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.38% in Q2 2026, buying an estimated $99 and bringing the position to 790 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #96.

Keystone Financial Group (Georgia) first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Keystone Financial Group (Georgia) held 790 shares of Schwab U.S Small- Cap ETF worth $28.5K as of Q2 2026.
Keystone Financial Group (Georgia) bought 3 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $99.
Schwab U.S Small- Cap ETF made up 0.02% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #96 holding.
Keystone Financial Group (Georgia) first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.