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

Parkshore 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	$350K	Sell	9,683 -178	-2%	-$5.88K	0.1%	54
2026 Q1	$287K	Sell	9,861 -450	-4%	-$13.5K	0.1%	60
2025 Q4	$294K	Buy	10,311 +45	+0.4%	+$1.27K	0.11%	56
2025 Q3	$286K	Buy	10,266 +6	+0.1%	+$160	0.12%	56
2025 Q2	$260K	Sell	10,260 -776	-7%	-$18.3K	0.13%	56
2025 Q1	$259K	Buy	11,036 +4	+0%	+$102	0.15%	57
2024 Q4	$285K	Buy	+11,032	New	+$294K	0.17%	56

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Parkshore Wealth Management's SCHA Position: Q2 2026 in Review

Parkshore Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q2 2026, selling an estimated $5.88K and leaving 9,683 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #54.

Parkshore Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Parkshore Wealth Management held 9,683 shares of Schwab U.S Small- Cap ETF worth $350K as of Q2 2026.
Parkshore Wealth Management sold 178 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.88K.
Schwab U.S Small- Cap ETF made up 0.1% of Parkshore Wealth Management's portfolio in Q2 2026, its #54 holding.
Parkshore Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.