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Meriwether Wealth & Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Meriwether Wealth & Planning’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 		$7.22M Sell
199,923
-4,706
-2% -$156K 3.58% 7
2026
Q1 		$5.95M Buy
204,629
+8,686
+4% +$260K 3.26% 8
2025
Q4 		$5.58M Buy
+195,943
New +$5.53M 3.15% 6

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Meriwether Wealth & Planning's SCHA Position: Q2 2026 in Review

Meriwether Wealth & Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q2 2026, selling an estimated $156K and leaving 199,923 shares worth $7.22M. The position accounts for 3.58% of the portfolio, ranked #7.

Meriwether Wealth & Planning first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Meriwether Wealth & Planning held 199,923 shares of Schwab U.S Small- Cap ETF worth $7.22M as of Q2 2026.
  • Meriwether Wealth & Planning sold 4,706 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $156K.
  • Schwab U.S Small- Cap ETF made up 3.58% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #7 holding.
  • Meriwether Wealth & Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.