Phillip James Consulting
SCHA icon

Phillip James Consulting’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Phillip James Consulting’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
Q3 		$4.67M Sell
143,032
-2,521
-2% -$86.2K 3.14% 11
2026
Q2 		$5.26M Buy
+145,553
New +$4.81M 3.51% 11

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Empower Advisory Group
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SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Phillip James Consulting's SCHA Position: Q3 2026 in Review

Phillip James Consulting reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q3 2026, selling an estimated $86.2K and leaving 143,032 shares worth $4.67M. The position accounts for 3.14% of the portfolio, ranked #11.

Phillip James Consulting first reported a position in SCHA in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.26M in Q2 2026. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Phillip James Consulting held 143,032 shares of Schwab U.S Small- Cap ETF worth $4.67M as of Q3 2026.
  • Phillip James Consulting sold 2,521 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $86.2K.
  • Schwab U.S Small- Cap ETF made up 3.14% of Phillip James Consulting's portfolio in Q3 2026, its #11 holding.
  • Phillip James Consulting first reported a position in Schwab U.S Small- Cap ETF in Q2 2026 and has held it in 2 quarters since.
  • Phillip James Consulting's Schwab U.S Small- Cap ETF position peaked at $5.26M in Q2 2026.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Phillip James Consulting's 13F filing for Q3 2026, filed 3 Nov 2026.