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Moneywise Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Moneywise Inc’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 		$2.49M Sell
68,987
-8,484
-11% -$280K 0.93% 29
2026
Q1 		$2.25M Sell
77,471
-28,306
-27% -$848K 0.98% 29
2025
Q4 		$3.01M Sell
105,777
-31,633
-23% -$893K 1.25% 22
2025
Q3 		$3.83M Buy
137,410
+965
+0.7% +$25.8K 1.73% 17
2025
Q2 		$3.45M Sell
136,445
-18,591
-12% -$440K 1.62% 18
2025
Q1 		$3.63M Sell
155,036
-22,154
-13% -$565K 1.92% 14
2024
Q4 		$4.58M Sell
177,190
-67,376
-28% -$1.79M 2.3% 14
2024
Q3 		$6.3M Sell
244,566
-155,836
-39% -$3.87M 3.1% 11
2024
Q2 		$9.5M Sell
400,402
-110,858
-22% -$2.63M 5.03% 5
2024
Q1 		$12.6M Sell
511,260
-114,780
-18% -$2.69M 6.84% 3
2023
Q4 		$14.8M Sell
626,040
-84,394
-12% -$1.78M 8.49% 3
2023
Q3 		$14.7M Sell
710,434
-65,776
-8% -$1.44M 9.23% 3
2023
Q2 		$17M Sell
776,210
-61,678
-7% -$1.29M 10.54% 3
2023
Q1 		$17.6M Buy
837,888
+49,592
+6% +$1.07M 11.36% 3
2022
Q4 		$16M Sell
788,296
-53,748
-6% -$1.1M 11.94% 3
2022
Q3 		$15.9M Buy
842,044
+2,900
+0.3% +$60.7K 12.99% 3
2022
Q2 		$16.4M Sell
839,144
-19,836
-2% -$424K 12.75% 3
2022
Q1 		$20.3M Buy
858,980
+54,272
+7% +$1.28M 13.4% 2
2021
Q4 		$20.6M Sell
804,708
-55,320
-6% -$1.43M 13.24% 2
2021
Q3 		$21.5M Buy
860,028
+127,352
+17% +$3.23M 14.04% 2
2021
Q2 		$19.1M Sell
732,676
-97,432
-12% -$2.49M 13.02% 2
2021
Q1 		$20.7M Sell
830,108
-23,740
-3% -$584K 13.95% 2
2020
Q4 		$19M Sell
853,848
-12,572
-1% -$250K 13.59% 2
2020
Q3 		$14.8M Buy
866,420
+11,868
+1% +$204K 11.75% 2
2020
Q2 		$14M Buy
854,552
+60,936
+8% +$912K 11.18% 2
2020
Q1 		$10.2M Buy
793,616
+27,360
+4% +$465K 9% 2
2019
Q4 		$13.4M Sell
766,256
-972
-0.1% -$17.6K 10.05% 2
2019
Q3 		$13.4M Buy
767,228
+13,488
+2% +$238K 10.8% 2
2019
Q2 		$13.5M Buy
753,740
+130,416
+21% +$2.31M 10.28% 2
2019
Q1 		$10.8M Sell
623,324
-65,648
-10% -$1.12M 9.23% 4
2018
Q4 		$10.5M Buy
688,972
+45,608
+7% +$771K 9.91% 2
2018
Q3 		$12.3M Sell
643,364
-4,072
-0.6% -$77.6K 10.37% 2
2018
Q2 		$11.9M Buy
647,436
+3,932
+0.6% +$71.1K 10.19% 2
2018
Q1 		$11.1M Sell
643,504
-86,056
-12% -$1.52M 9.23% 4
2017
Q4 		$12.7M Buy
729,560
+14,184
+2% +$243K 9.52% 3
2017
Q3 		$12M Buy
715,376
+29,576
+4% +$475K 9.52% 3
2017
Q2 		$11M Buy
685,800
+21,644
+3% +$342K 9.33% 3
2017
Q1 		$10.5M Buy
664,156
+15,012
+2% +$235K 9.47% 3
2016
Q4 		$9.98M Sell
649,144
-4,520
-0.7% -$66.5K 9.89% 3
2016
Q3 		$9.4M Buy
+653,664
New +$9.27M 9.95% 3

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
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

Moneywise Inc's SCHA Position: Q2 2026 in Review

Moneywise Inc reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, selling an estimated $280K and leaving 68,987 shares worth $2.49M. The position accounts for 0.93% of the portfolio, ranked #29.

Moneywise Inc first reported a position in SCHA in Q3 2016 and has held it in 40 quarters since. The position peaked at $21.5M in Q3 2021. 356 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Moneywise Inc held 68,987 shares of Schwab U.S Small- Cap ETF worth $2.49M as of Q2 2026.
  • Moneywise Inc sold 8,484 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $280K.
  • Schwab U.S Small- Cap ETF made up 0.93% of Moneywise Inc's portfolio in Q2 2026, its #29 holding.
  • Moneywise Inc first reported a position in Schwab U.S Small- Cap ETF in Q3 2016 and has held it in 40 quarters since.
  • Moneywise Inc's Schwab U.S Small- Cap ETF position peaked at $21.5M in Q3 2021.
  • 356 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.