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

KMT 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 Q1	$213K	Buy	+7,311	New	+$219K	0.12%	16

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

KMT Wealth Management's SCHA Position: Q1 2026 in Review

KMT Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 7,311 shares worth $213K. The stake represents 0.12% of the portfolio and ranks #16 among its holdings.

1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

KMT Wealth Management held 7,311 shares of Schwab U.S Small- Cap ETF worth $213K as of Q1 2026.
Schwab U.S Small- Cap ETF was a new KMT Wealth Management position in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.12% of KMT Wealth Management's portfolio in Q1 2026, its #16 holding.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on KMT Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.