PS
SCHA icon

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
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% +$9.81K 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 $59.8B AUM 29.42% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Planned Solutions's SCHA Position: Q2 2026 in Review

Planned Solutions held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 46,478 shares worth $1.68M. The position accounts for 0.48% of the portfolio, ranked #31.

Planned Solutions first reported a position in SCHA in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.04M in Q3 2024. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Planned Solutions held 46,478 shares of Schwab U.S Small- Cap ETF worth $1.68M as of Q2 2026.
  • Planned Solutions left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.48% of Planned Solutions's portfolio in Q2 2026, its #31 holding.
  • Planned Solutions first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • Planned Solutions's Schwab U.S Small- Cap ETF position peaked at $6.04M in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.