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Plante Moran Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Plante Moran Financial Advisors’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 		$196K Sell
5,421
-2,231
-29% -$73.7K 0.01% 169
2026
Q1 		$223K Buy
7,652
+2,598
+51% +$77.9K 0.01% 151
2025
Q4 		$144K Sell
5,054
-60
-1% -$1.69K 0.01% 195
2025
Q3 		$143K Hold
5,114
– – 0.01% 199
2025
Q2 		$129K Buy
5,114
+888
+21% +$21K 0.01% 201
2025
Q1 		$99K Sell
4,226
-520
-11% -$13.3K 0.01% 243
2024
Q4 		$123K Hold
4,746
– – 0.01% 229
2024
Q3 		$122K Hold
4,746
– – 0.01% 250
2024
Q2 		$113K Buy
4,746
+2,666
+128% +$63.2K 0.01% 232
2024
Q1 		$51.2K Sell
2,080
-264
-11% -$6.18K 0.01% 329
2023
Q4 		$55.4K Sell
2,344
-762
-25% -$16.1K 0.01% 309
2023
Q3 		$64.3K Buy
3,106
+42
+1% +$922 0.01% 266
2023
Q2 		$67.1K Sell
3,064
-416
-12% -$8.67K 0.01% 265
2023
Q1 		$73K Sell
3,480
-60
-2% -$1.29K 0.01% 254
2022
Q4 		$71.7K Sell
3,540
-766
-18% -$15.7K 0.01% 272
2022
Q3 		$81K Buy
4,306
+1,242
+41% +$26K 0.01% 241
2022
Q2 		$60K Sell
3,064
-576
-16% -$12.3K 0.01% 285
2022
Q1 		$86K Buy
3,640
+1,284
+54% +$30.3K 0.02% 245
2021
Q4 		$60K Buy
2,356
+44
+2% +$1.14K 0.01% 324
2021
Q3 		$58K Buy
2,312
+412
+22% +$10.5K 0.01% 362
2021
Q2 		$49K Sell
1,900
-396
-17% -$10.1K 0.01% 375
2021
Q1 		$57K Buy
2,296
+1,724
+301% +$42.4K 0.02% 336
2020
Q4 		$13K Hold
572
– – ﹤0.01% 595
2020
Q3 		$10K Buy
572
+396
+225% +$6.82K ﹤0.01% 612
2020
Q2 		$3K Sell
176
-764
-81% -$11.4K ﹤0.01% 637
2020
Q1 		$12K Sell
940
-37,896
-98% -$644K 0.01% 476
2019
Q4 		$734K Sell
38,836
-34,900
-47% -$632K 0.26% 55
2019
Q3 		$1.28M Buy
73,736
+69,976
+1,861% +$1.24M 0.37% 41
2019
Q2 		$67K Buy
3,760
+676
+22% +$12K 0.02% 280
2019
Q1 		$54K Buy
3,084
+208
+7% +$3.56K 0.02% 316
2018
Q4 		$44K Buy
2,876
+120
+4% +$2.03K 0.02% 317
2018
Q3 		$52K Buy
2,756
+568
+26% +$10.8K 0.02% 282
2018
Q2 		$40K Hold
2,188
– – 0.02% 377
2018
Q1 		$38K Buy
2,188
+4
+0.2% +$71 0.02% 406
2017
Q4 		$38K Buy
2,184
+1,304
+148% +$22.3K 0.02% 397
2017
Q3 		$15K Hold
880
– – 0.01% 497
2017
Q2 		$14K Hold
880
– – 0.01% 519
2017
Q1 		$14K Hold
880
– – 0.01% 533
2016
Q4 		$14K Hold
880
– – 0.01% 537
2016
Q3 		$13K Hold
880
– – 0.01% 561
2016
Q2 		$12K Hold
880
– – 0.01% 503
2016
Q1 		$11K Hold
880
– – 0.01% 476
2015
Q4 		$11K Hold
880
– – 0.01% 564
2015
Q3 		$11K Hold
880
– – 0.01% 475
2015
Q2 		$13K Sell
880
-720
-45% -$10.4K 0.01% 484
2015
Q1 		$23K Hold
1,600
– – 0.02% 388
2014
Q4 		$22K Hold
1,600
– – 0.02% 395
2014
Q3 		$21K Hold
1,600
– – 0.02% 399
2014
Q2 		$22K Hold
1,600
– – 0.02% 367
2014
Q1 		$21K Hold
1,600
– – 0.02% 247
2013
Q4 		$21K Hold
1,600
– – 0.01% 345
2013
Q3 		$19K Buy
+1,600
New +$18.8K 0.01% 289

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Plante Moran Financial Advisors's SCHA Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 29% in Q2 2026, selling an estimated $73.7K and leaving 5,421 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #169.

Plante Moran Financial Advisors first reported a position in SCHA in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.28M in Q3 2019. 962 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Plante Moran Financial Advisors held 5,421 shares of Schwab U.S Small- Cap ETF worth $196K as of Q2 2026.
  • Plante Moran Financial Advisors sold 2,231 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $73.7K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #169 holding.
  • Plante Moran Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $1.28M in Q3 2019.
  • 962 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.