Phil A. Younker & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Phil A. Younker & Associates’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	$3.75M	Hold	103,747	–	–	2.53%	9
2026 Q1	$3.02M	Buy	103,747 +2,560	+3%	+$76.7K	2.01%	10
2025 Q4	$2.88M	Buy	101,187 +13,961	+16%	+$394K	2.01%	11
2025 Q3	$2.43M	Buy	87,226 +45,324	+108%	+$1.21M	1.86%	10
2025 Q2	$1.06M	Hold	41,902	–	–	1.05%	12
2025 Q1	$982K	Buy	41,902 +104	+0.2%	+$2.65K	0.97%	13
2024 Q4	$1.08M	Buy	+41,798	New	+$1.11M	1.08%	12

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

Phil A. Younker & Associates's SCHA Position: Q2 2026 in Review

Phil A. Younker & Associates held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 103,747 shares worth $3.75M. The position accounts for 2.53% of the portfolio, ranked #9.

Phil A. Younker & Associates first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Phil A. Younker & Associates held 103,747 shares of Schwab U.S Small- Cap ETF worth $3.75M as of Q2 2026.
Phil A. Younker & Associates left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 2.53% of Phil A. Younker & Associates's portfolio in Q2 2026, its #9 holding.
Phil A. Younker & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Phil A. Younker & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.