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Plancorp LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Plancorp LLC’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 		$12.8M Buy
374,214
+213,744
+133% +$7.06M 0.31% 36
2026
Q1 		$4.92M Sell
160,470
-14,258
-8% -$427K 0.14% 62
2025
Q4 		$4.98M Sell
174,728
-726
-0.4% -$20.5K 0.15% 58
2025
Q3 		$4.9M Sell
175,454
-26,639
-13% -$712K 0.15% 60
2025
Q2 		$5.11M Buy
202,093
+154,327
+323% +$3.65M 0.18% 57
2025
Q1 		$1.12M Buy
47,766
+8,914
+23% +$227K 0.04% 137
2024
Q4 		$1M Buy
38,852
+636
+2% +$16.9K 0.04% 129
2024
Q3 		$984K Buy
38,216
+664
+2% +$16.5K 0.04% 126
2024
Q2 		$891K Buy
37,552
+672
+2% +$15.9K 0.04% 130
2024
Q1 		$908K Sell
36,880
-238
-0.6% -$5.58K 0.04% 128
2023
Q4 		$877K Sell
37,118
-9,700
-21% -$204K 0.04% 120
2023
Q3 		$970K Buy
46,818
+33,050
+240% +$725K 0.05% 111
2023
Q2 		$302K Buy
13,768
+2
+0% +$42 0.02% 197
2023
Q1 		$289K Buy
13,766
+10
+0.1% +$215 0.02% 204
2022
Q4 		$279K Sell
13,756
-124
-0.9% -$2.54K 0.02% 198
2022
Q3 		$262K Buy
13,880
+6
+0% +$125 0.02% 193
2022
Q2 		$270K Buy
13,874
+8
+0.1% +$171 0.02% 191
2022
Q1 		$328K Buy
13,866
+14
+0.1% +$330 0.02% 181
2021
Q4 		$355K Sell
13,852
-432
-3% -$11.2K 0.02% 179
2021
Q3 		$357K Buy
+14,284
New +$363K 0.02% 167
2020
Q1 		– Sell
-15,400
Closed -$291K – 189
2019
Q4 		$291K Buy
15,400
+60
+0.4% +$1.09K 0.09% 152
2019
Q3 		$267K Buy
+15,340
New +$271K 0.1% 146

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Plancorp LLC's SCHA Position: Q2 2026 in Review

Plancorp LLC increased its Schwab U.S Small- Cap ETF (SCHA) stake by 133% in Q2 2026, buying an estimated $7.06M and bringing the position to 374,214 shares worth $12.8M. The position accounts for 0.31% of the portfolio, ranked #36.

Plancorp LLC first reported a position in SCHA in Q3 2019 and has held it in 22 quarters since. 432 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Plancorp LLC held 374,214 shares of Schwab U.S Small- Cap ETF worth $12.8M as of Q2 2026.
  • Plancorp LLC bought 213,744 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $7.06M.
  • Schwab U.S Small- Cap ETF made up 0.31% of Plancorp LLC's portfolio in Q2 2026, its #36 holding.
  • Plancorp LLC first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 22 quarters since.
  • 432 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.