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PDS Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

PDS 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 		$37.4K Buy
1,034
+436
+73% +$14.4K ﹤0.01% 608
2026
Q1 		$17.4K Buy
598
+80
+15% +$2.4K ﹤0.01% 560
2025
Q4 		$14.8K Hold
518
– – ﹤0.01% 551
2025
Q3 		$14.5K Sell
518
-1,210
-70% -$32.4K ﹤0.01% 539
2025
Q2 		$43.7K Hold
1,728
– – ﹤0.01% 513
2025
Q1 		$40.5K Sell
1,728
-822
-32% -$21K ﹤0.01% 472
2024
Q4 		$65.9K Buy
2,550
+8
+0.3% +$213 0.01% 432
2024
Q3 		$65.5K Buy
2,542
+1,194
+89% +$29.6K 0.01% 434
2024
Q2 		$32K Sell
1,348
-58
-4% -$1.38K ﹤0.01% 394
2024
Q1 		$34.6K Sell
1,406
-270
-16% -$6.33K ﹤0.01% 394
2023
Q4 		$39.6K Sell
1,676
-952
-36% -$20.1K ﹤0.01% 364
2023
Q3 		$54.4K Buy
2,628
+602
+30% +$13.2K 0.01% 333
2023
Q2 		$44.4K Sell
2,026
-42
-2% -$875 0.01% 338
2023
Q1 		$43.4K Buy
2,068
+366
+22% +$7.87K 0.01% 300
2022
Q4 		$34.5K Buy
+1,702
New +$34.9K 0.01% 221
2022
Q2 		– Sell
-2,936
Closed -$70K – 245
2022
Q1 		$70K Hold
2,936
– – 0.01% 228
2021
Q4 		$75K Sell
2,936
-68
-2% -$1.76K 0.01% 210
2021
Q3 		$75K Buy
3,004
+80
+3% +$2.03K 0.02% 203
2021
Q2 		$76K Sell
2,924
-724
-20% -$18.5K 0.02% 190
2021
Q1 		$91K Buy
3,648
+64
+2% +$1.57K 0.03% 169
2020
Q4 		$80K Buy
+3,584
New +$71.4K 0.03% 157

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

PDS Planning's SCHA Position: Q2 2026 in Review

PDS Planning increased its Schwab U.S Small- Cap ETF (SCHA) stake by 73% in Q2 2026, buying an estimated $14.4K and bringing the position to 1,034 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

PDS Planning first reported a position in SCHA in Q4 2020 and has held it in 21 quarters since. The position peaked at $91K in Q1 2021. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • PDS Planning held 1,034 shares of Schwab U.S Small- Cap ETF worth $37.4K as of Q2 2026.
  • PDS Planning bought 436 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $14.4K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of PDS Planning's portfolio in Q2 2026, its #608 holding.
  • PDS Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • PDS Planning's Schwab U.S Small- Cap ETF position peaked at $91K in Q1 2021.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.