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

Red Door 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	$1.08M	Buy	29,832 +922	+3%	+$30.5K	0.1%	114
2026 Q1	$841K	Sell	28,910 -214	-0.7%	-$6.42K	0.09%	122
2025 Q4	$829K	Buy	29,124 +254	+0.9%	+$7.17K	0.09%	114
2025 Q3	$805K	Buy	28,870 +5,125	+22%	+$137K	0.09%	114
2025 Q2	$601K	Sell	23,745 -882	-4%	-$20.9K	0.07%	147
2025 Q1	$577K	Buy	24,627 +7,732	+46%	+$197K	0.09%	124
2024 Q4	$437K	Sell	16,895 -2,051	-11%	-$54.6K	0.07%	148
2024 Q3	$488K	Buy	18,946 +238	+1%	+$5.91K	0.08%	129
2024 Q2	$444K	Buy	18,708 +228	+1%	+$5.4K	0.08%	126
2024 Q1	$455K	Buy	18,480 +12	+0.1%	+$281	0.09%	121
2023 Q4	$436K	Buy	+18,468	New	+$389K	0.09%	120
2023 Q1	–	Sell	-30,278	Closed	-$613K	–	150
2022 Q4	$613K	Buy	+30,278	New	+$620K	0.2%	84
2021 Q3	–	Sell	-4,296	Closed	-$111K	–	511
2021 Q2	$111K	Sell	4,296 -28,452	-87%	-$727K	0.04%	197
2021 Q1	$819K	Buy	+32,748	New	+$805K	0.42%	62
2020 Q3	–	Sell	-3,352	Closed	-$54K	–	345
2020 Q2	$54K	Sell	3,352 -48	-1%	-$719	0.04%	174
2020 Q1	$43K	Buy	+3,400	New	+$57.8K	0.04%	177

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

Red Door Wealth Management's SCHA Position: Q2 2026 in Review

Red Door Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.2% in Q2 2026, buying an estimated $30.5K and bringing the position to 29,832 shares worth $1.08M. The position accounts for 0.1% of the portfolio, ranked #114.

Red Door Wealth Management first reported a position in SCHA in Q1 2020 and has held it in 16 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Red Door Wealth Management held 29,832 shares of Schwab U.S Small- Cap ETF worth $1.08M as of Q2 2026.
Red Door Wealth Management bought 922 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $30.5K.
Schwab U.S Small- Cap ETF made up 0.1% of Red Door Wealth Management's portfolio in Q2 2026, its #114 holding.
Red Door Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 16 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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