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

RBA Wealth 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 		$385K Sell
10,669
-1,825
-15% -$60.3K 0.14% 67
2026
Q1 		$363K Sell
12,494
-165
-1% -$4.95K 0.13% 75
2025
Q4 		$361K Buy
12,659
+414
+3% +$11.7K 0.12% 73
2025
Q3 		$342K Buy
12,245
+279
+2% +$7.46K 0.12% 75
2025
Q2 		$303K Buy
11,966
+642
+6% +$15.2K 0.11% 80
2025
Q1 		$265K Buy
11,324
+155
+1% +$3.95K 0.11% 80
2024
Q4 		$289K Sell
11,169
-571
-5% -$15.2K 0.11% 77
2024
Q3 		$302K Sell
11,740
-36
-0.3% -$894 0.12% 72
2024
Q2 		$279K Buy
11,776
+660
+6% +$15.6K 0.11% 77
2024
Q1 		$274K Buy
11,116
+322
+3% +$7.54K 0.11% 79
2023
Q4 		$255K Buy
10,794
+266
+3% +$5.61K 0.11% 79
2023
Q3 		$218K Buy
10,528
+118
+1% +$2.59K 0.1% 82
2023
Q2 		$228K Sell
10,410
-1,240
-11% -$25.8K 0.11% 86
2023
Q1 		$244K Buy
11,650
+1,760
+18% +$37.8K 0.12% 81
2022
Q4 		$200K Buy
+9,890
New +$203K 0.11% 88

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RBA Wealth Management's SCHA Position: Q2 2026 in Review

RBA Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 15% in Q2 2026, selling an estimated $60.3K and leaving 10,669 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #67.

RBA Wealth Management first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • RBA Wealth Management held 10,669 shares of Schwab U.S Small- Cap ETF worth $385K as of Q2 2026.
  • RBA Wealth Management sold 1,825 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $60.3K.
  • Schwab U.S Small- Cap ETF made up 0.14% of RBA Wealth Management's portfolio in Q2 2026, its #67 holding.
  • RBA Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.