KWS
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Keystone Wealth Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Keystone Wealth Services’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 		$405K Buy
11,203
+10
+0.1% +$330 0.08% 223
2026
Q1 		$325K Buy
11,193
+764
+7% +$22.9K 0.07% 236
2025
Q4 		$297K Buy
10,429
+1,063
+11% +$30K 0.06% 200
2025
Q3 		$261K Hold
9,366
– – 0.06% 256
2025
Q2 		$237K Sell
9,366
-50
-0.5% -$1.18K 0.06% 248
2025
Q1 		$221K Sell
9,416
-1,788
-16% -$45.6K 0.06% 246
2024
Q4 		$290K Sell
11,204
-8
-0.1% -$213 0.08% 210
2024
Q3 		$289K Sell
11,212
-64
-0.6% -$1.59K 0.08% 208
2024
Q2 		$268K Buy
11,276
+74
+0.7% +$1.75K 0.08% 190
2024
Q1 		$276K Buy
11,202
+2
+0% +$47 0.09% 178
2023
Q4 		$265K Buy
11,200
+4
+0% +$84 0.09% 181
2023
Q3 		$232K Sell
11,196
-102
-0.9% -$2.24K 0.09% 186
2023
Q2 		$247K Sell
11,298
-26
-0.2% -$542 0.09% 178
2023
Q1 		$237K Buy
11,324
+34
+0.3% +$731 0.1% 173
2022
Q4 		$229K Buy
11,290
+4
+0% +$82 0.1% 166
2022
Q3 		$213K Buy
11,286
+4
+0% +$84 0.1% 154
2022
Q2 		$220K Sell
11,282
-3,812
-25% -$81.5K 0.1% 153
2022
Q1 		$357K Sell
15,094
-10,766
-42% -$254K 0.14% 119
2021
Q4 		$662K Buy
+25,860
New +$669K 0.27% 78

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Keystone Wealth Services's SCHA Position: Q2 2026 in Review

Keystone Wealth Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.09% in Q2 2026, buying an estimated $330 and bringing the position to 11,203 shares worth $405K. The position accounts for 0.08% of the portfolio, ranked #223.

Keystone Wealth Services first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $662K in Q4 2021. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Keystone Wealth Services held 11,203 shares of Schwab U.S Small- Cap ETF worth $405K as of Q2 2026.
  • Keystone Wealth Services bought 10 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $330.
  • Schwab U.S Small- Cap ETF made up 0.08% of Keystone Wealth Services's portfolio in Q2 2026, its #223 holding.
  • Keystone Wealth Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Wealth Services's Schwab U.S Small- Cap ETF position peaked at $662K in Q4 2021.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.