LWANC
SCHA icon

Laurel Wealth Advisors (North Carolina)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		$221K Hold
6,110
– – 0.02% 194
2026
Q1 		$204K Sell
6,110
-50
-0.8% -$1.5K 0.02% 189
2025
Q4 		$175K Buy
+6,160
New +$174K 0.02% 198
2025
Q2 		– Sell
-6,160
Closed -$144K – 574
2025
Q1 		$144K Hold
6,160
– – 0.02% 201
2024
Q4 		$159K Hold
6,160
– – 0.02% 190
2024
Q3 		$159K Hold
6,160
– – 0.03% 197
2024
Q2 		$146K Sell
6,160
-200
-3% -$4.74K 0.03% 196
2024
Q1 		$157K Hold
6,360
– – 0.03% 199
2023
Q4 		$150K Hold
6,360
– – 0.03% 193
2023
Q3 		$132K Hold
6,360
– – 0.03% 195
2023
Q2 		$139K Sell
6,360
-2,220
-26% -$46.3K 0.03% 193
2023
Q1 		$180K Sell
8,580
-400
-4% -$8.6K 0.04% 178
2022
Q4 		$182K Hold
8,980
– – 0.04% 168
2022
Q3 		$170K Hold
8,980
– – 0.04% 167
2022
Q2 		$175K Hold
8,980
– – 0.04% 167
2022
Q1 		$213K Sell
8,980
-2,140
-19% -$50.5K 0.04% 164
2021
Q4 		$285K Buy
11,120
+400
+4% +$10.3K 0.06% 142
2021
Q3 		$268K Sell
10,720
-9,080
-46% -$231K 0.06% 145
2021
Q2 		$516K Sell
19,800
-560
-3% -$14.3K 0.11% 116
2021
Q1 		$507K Sell
20,360
-860
-4% -$21.2K 0.12% 115
2020
Q4 		$472K Sell
21,220
-1,720
-7% -$34.2K 0.12% 115
2020
Q3 		$392K Sell
22,940
-980
-4% -$16.9K 0.12% 114
2020
Q2 		$391K Sell
23,920
-3,280
-12% -$49.1K 0.13% 109
2020
Q1 		$350K Sell
27,200
-820
-3% -$13.9K 0.13% 106
2019
Q4 		$530K Sell
28,020
-3,600
-11% -$65.1K 0.17% 101
2019
Q3 		$551K Buy
31,620
+4,640
+17% +$81.9K 0.19% 99
2019
Q2 		$482K Buy
26,980
+6,360
+31% +$112K 0.17% 104
2019
Q1 		$360K Buy
20,620
+3,060
+17% +$52.4K 0.13% 114
2018
Q4 		$266K Buy
+17,560
New +$297K 0.11% 123

Other funds holding SCHA

Wealth Enhancement Advisory Services
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
CA
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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SCHA Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 6,110 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #194.

Laurel Wealth Advisors (North Carolina) first reported a position in SCHA in Q4 2018 and has held it in 29 quarters since. The position peaked at $551K in Q3 2019. 445 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 6,110 shares of Schwab U.S Small- Cap ETF worth $221K as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #194 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s Schwab U.S Small- Cap ETF position peaked at $551K in Q3 2019.
  • 445 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.