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 Q2	$5.26M	Buy	+145,553	New	+$4.81M	3.51%	11

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Phillip James Consulting's SCHA Position: Q2 2026 in Review

Phillip James Consulting opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 145,553 shares worth $5.26M. The stake represents 3.51% of the portfolio and ranks #11 among its holdings.

1,308 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Phillip James Consulting held 145,553 shares of Schwab U.S Small- Cap ETF worth $5.26M as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Phillip James Consulting position in Q2 2026.
Schwab U.S Small- Cap ETF made up 3.51% of Phillip James Consulting's portfolio in Q2 2026, its #11 holding.
1,308 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.