Moller Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Moller Wealth Partners’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	$2.16M	Sell	59,916 -4,921	-8%	-$163K	0.39%	29
2026 Q1	$1.89M	Sell	64,837 -1,866	-3%	-$55.9K	0.37%	28
2025 Q4	$1.9M	Sell	66,703 -331	-0.5%	-$9.35K	0.4%	28
2025 Q3	$1.87M	Sell	67,034 -5,034	-7%	-$135K	0.39%	29
2025 Q2	$1.82M	Sell	72,068 -3,046	-4%	-$72K	0.4%	29
2025 Q1	$1.76M	Sell	75,114 -1,002	-1%	-$25.5K	0.44%	28
2024 Q4	$1.97M	Sell	76,116 -8,994	-11%	-$239K	0.52%	27
2024 Q3	$2.19M	Sell	85,110 -510	-0.6%	-$12.7K	0.55%	27
2024 Q2	$2.03M	Sell	85,620 -1,278	-1%	-$30.3K	0.54%	27
2024 Q1	$2.14M	Sell	86,898 -5,992	-6%	-$140K	0.58%	27
2023 Q4	$2.19M	Buy	92,890 +20,440	+28%	+$431K	0.62%	27
2023 Q3	$1.5M	Sell	72,450 -1,162	-2%	-$25.5K	0.48%	27
2023 Q2	$1.61M	Sell	73,612 -21,770	-23%	-$454K	0.49%	27
2023 Q1	$2M	Sell	95,382 -12,218	-11%	-$263K	0.62%	27
2022 Q4	$2.18M	Sell	107,600 -9,556	-8%	-$196K	0.7%	27
2022 Q3	$2.21M	Buy	117,156 +15,910	+16%	+$333K	0.8%	25
2022 Q2	$1.97M	Buy	101,246 +2,848	+3%	+$60.9K	0.67%	27
2022 Q1	$2.33M	Sell	98,398 -2,810	-3%	-$66.3K	0.72%	25
2021 Q4	$2.59M	Sell	101,208 -920	-0.9%	-$23.8K	0.83%	24
2021 Q3	$2.56M	Sell	102,128 -88	-0.1%	-$2.23K	0.84%	24
2021 Q2	$2.66M	Sell	102,216 -1,856	-2%	-$47.5K	0.87%	24
2021 Q1	$2.59M	Sell	104,072 -976	-0.9%	-$24K	0.9%	23
2020 Q4	$2.34M	Sell	105,048 -26,208	-20%	-$522K	0.97%	23
2020 Q3	$2.24M	Sell	131,256 -33,476	-20%	-$576K	1%	24
2020 Q2	$2.69M	Buy	+164,732	New	+$2.47M	1.18%	23

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Moller Wealth Partners's SCHA Position: Q2 2026 in Review

Moller Wealth Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 7.6% in Q2 2026, selling an estimated $163K and leaving 59,916 shares worth $2.16M. The position accounts for 0.39% of the portfolio, ranked #29.

Moller Wealth Partners first reported a position in SCHA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.69M in Q2 2020. 593 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Moller Wealth Partners held 59,916 shares of Schwab U.S Small- Cap ETF worth $2.16M as of Q2 2026.
Moller Wealth Partners sold 4,921 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $163K.
Schwab U.S Small- Cap ETF made up 0.39% of Moller Wealth Partners's portfolio in Q2 2026, its #29 holding.
Moller Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 25 quarters since.
Moller Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $2.69M in Q2 2020.
593 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.