Private Wealth Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Private Wealth Asset Management’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	$204K	Hold	5,634	–	–	0.02%	260
2026 Q1	$164K	Buy	5,634 +1,247	+28%	+$37.4K	0.02%	284
2025 Q4	$125K	Buy	4,387 +4,165	+1,876%	+$118K	0.01%	304
2025 Q3	$6.19K	Sell	222 -426	-66%	-$11.4K	﹤0.01%	734
2025 Q2	$16.4K	Buy	+648	New	+$15.3K	﹤0.01%	571

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Private Wealth Asset Management's SCHA Position: Q2 2026 in Review

Private Wealth Asset Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 5,634 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #260.

Private Wealth Asset Management first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Private Wealth Asset Management held 5,634 shares of Schwab U.S Small- Cap ETF worth $204K as of Q2 2026.
Private Wealth Asset Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #260 holding.
Private Wealth Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.