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

Paradigm Strategies in 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	$1.02M	Buy	28,240 +179	+0.6%	+$5.92K	0.62%	27
2026 Q1	$816K	Sell	28,061 -2,070	-7%	-$62K	0.55%	25
2025 Q4	$858K	Sell	30,131 -277	-0.9%	-$7.82K	0.56%	26
2025 Q3	$848K	Sell	30,408 -1,194	-4%	-$31.9K	0.54%	25
2025 Q2	$800K	Sell	31,602 -481	-1%	-$11.4K	0.52%	26
2025 Q1	$752K	Buy	32,083 +1,421	+5%	+$36.2K	0.51%	26
2024 Q4	$793K	Sell	30,662 -224	-0.7%	-$5.96K	0.52%	24
2024 Q3	$795K	Sell	30,886 -2,700	-8%	-$67K	0.5%	22
2024 Q2	$797K	Sell	33,586 -1,032	-3%	-$24.5K	0.49%	21
2024 Q1	$852K	Buy	34,618 +40	+0.1%	+$937	0.53%	21
2023 Q4	$817K	Sell	34,578 -118	-0.3%	-$2.49K	0.54%	21
2023 Q3	$719K	Buy	34,696 +92	+0.3%	+$2.02K	0.46%	22
2023 Q2	$758K	Buy	34,604 +94	+0.3%	+$1.96K	0.51%	19
2023 Q1	$724K	Sell	34,510 -7,322	-18%	-$157K	0.57%	17
2022 Q4	$847K	Buy	41,832 +154	+0.4%	+$3.16K	0.75%	16
2022 Q3	$788K	Sell	41,678 -3,094	-7%	-$64.7K	0.72%	19
2022 Q2	$873K	Sell	44,772 -1,360	-3%	-$29.1K	0.95%	17
2022 Q1	$1.09M	Buy	46,132 +36	+0.1%	+$850	1.14%	16
2021 Q4	$1.18M	Buy	46,096 +172	+0.4%	+$4.45K	1.2%	17
2021 Q3	$1.15M	Buy	45,924 +200	+0.4%	+$5.08K	1.09%	18
2021 Q2	$1.19M	Sell	45,724 -4,460	-9%	-$114K	1.07%	17
2021 Q1	$1.25M	Buy	+50,184	New	+$1.23M	1.21%	18

Other funds holding SCHA

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

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

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

Paradigm Strategies in Wealth Management's SCHA Position: Q2 2026 in Review

Paradigm Strategies in Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.64% in Q2 2026, buying an estimated $5.92K and bringing the position to 28,240 shares worth $1.02M. The position accounts for 0.62% of the portfolio, ranked #27.

Paradigm Strategies in Wealth Management first reported a position in SCHA in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.25M in Q1 2021. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Paradigm Strategies in Wealth Management held 28,240 shares of Schwab U.S Small- Cap ETF worth $1.02M as of Q2 2026.
Paradigm Strategies in Wealth Management bought 179 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.92K.
Schwab U.S Small- Cap ETF made up 0.62% of Paradigm Strategies in Wealth Management's portfolio in Q2 2026, its #27 holding.
Paradigm Strategies in Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 22 quarters since.
Paradigm Strategies in Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.25M in Q1 2021.
500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Paradigm Strategies in Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.