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Planned Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Planned Solutions’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 		$1.48M Sell
45,462
-1,016
-2% -$34.8K 0.41% 34
2026
Q2 		$1.68M Hold
46,478
– – 0.48% 31
2026
Q1 		$1.35M Sell
46,478
-18
-0% -$540 0.44% 32
2025
Q4 		$1.32M Buy
46,496
+18
+0% +$508 0.42% 33
2025
Q3 		$1.3M Sell
46,478
-58
-0.1% -$1.55K 0.45% 35
2025
Q2 		$1.18M Sell
46,536
-9,726
-17% -$230K 0.45% 33
2025
Q1 		$1.32M Sell
56,262
-583
-1% -$14.9K 0.53% 27
2024
Q4 		$1.47M Sell
56,845
-177,535
-76% -$4.72M 0.59% 27
2024
Q3 		$6.04M Buy
234,380
+9,990
+4% +$248K 2.42% 11
2024
Q2 		$5.32M Buy
224,390
+414
+0.2% +$9.8K 2.58% 12
2024
Q1 		$5.51M Buy
223,976
+2,298
+1% +$53.8K 2.71% 11
2023
Q4 		$5.24M Buy
221,678
+3,862
+2% +$81.4K 2.45% 12
2023
Q3 		$4.51M Buy
217,816
+9,930
+5% +$218K 2.71% 11
2023
Q2 		$4.55M Buy
207,886
+9,238
+5% +$193K 2.69% 11
2023
Q1 		$4.16M Buy
198,648
+7,382
+4% +$159K 2.64% 11
2022
Q4 		$3.87M Buy
191,266
+1,594
+0.8% +$32.7K 2.84% 9
2022
Q3 		$3.58M Buy
189,672
+9,232
+5% +$193K 2.99% 9
2022
Q2 		$3.52M Buy
180,440
+7,974
+5% +$170K 3.29% 6
2022
Q1 		$4.08M Buy
172,466
+14,698
+9% +$347K 2.85% 8
2021
Q4 		$4.04M Buy
+157,768
New +$4.08M 2.7% 8
2021
Q2 		$3.86M Buy
148,268
+5,356
+4% +$137K 2.67% 9
2021
Q1 		$3.56M Sell
142,912
-61,656
-30% -$1.52M 2.78% 9
2020
Q4 		$4.55M Buy
204,568
+16,752
+9% +$334K 3.65% 6
2020
Q3 		$3.21M Buy
+187,816
New +$3.23M 3.13% 7

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TruNorth Capital Management
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
FI
FIDELIS iM Medford, Oregon $302M AUM 9.5% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Planned Solutions's SCHA Position: Q3 2026 in Review

Planned Solutions reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q3 2026, selling an estimated $34.8K and leaving 45,462 shares worth $1.48M. The position accounts for 0.41% of the portfolio, ranked #34.

Planned Solutions first reported a position in SCHA in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.04M in Q3 2024. 318 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Planned Solutions held 45,462 shares of Schwab U.S Small- Cap ETF worth $1.48M as of Q3 2026.
  • Planned Solutions sold 1,016 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $34.8K.
  • Schwab U.S Small- Cap ETF made up 0.41% of Planned Solutions's portfolio in Q3 2026, its #34 holding.
  • Planned Solutions first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • Planned Solutions's Schwab U.S Small- Cap ETF position peaked at $6.04M in Q3 2024.
  • 318 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Planned Solutions's 13F filing for Q3 2026, filed 19 Oct 2026.