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

KRM 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 		$9.23M Buy
255,555
+22,351
+10% +$739K 4.06% 8
2026
Q1 		$6.78M Buy
233,204
+13,850
+6% +$415K 3.53% 8
2025
Q4 		$6.25M Buy
+219,354
New +$6.19M 3.43% 8

Other funds holding SCHA

AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

KRM Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9.6% in Q2 2026, buying an estimated $739K and bringing the position to 255,555 shares worth $9.23M. The position accounts for 4.06% of the portfolio, ranked #8.

KRM Wealth Management first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,078 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • KRM Wealth Management held 255,555 shares of Schwab U.S Small- Cap ETF worth $9.23M as of Q2 2026.
  • KRM Wealth Management bought 22,351 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $739K.
  • Schwab U.S Small- Cap ETF made up 4.06% of KRM Wealth Management's portfolio in Q2 2026, its #8 holding.
  • KRM Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,078 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on KRM Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.