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

Rede Wealth’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	$931K	Sell	25,764 -21,523	-46%	-$711K	0.31%	38
2026 Q1	$1.38M	Buy	47,287 +3,857	+9%	+$116K	0.49%	23
2025 Q4	$1.24M	Buy	+43,430	New	+$1.23M	0.43%	25
2025 Q3	–	Sell	-44,749	Closed	-$1.13M	–	165
2025 Q2	$1.13M	Buy	44,749 +897	+2%	+$21.2K	0.41%	26
2025 Q1	$1.03M	Buy	43,852 +2,020	+5%	+$51.5K	0.36%	29
2024 Q4	$1.08M	Buy	41,832 +524	+1%	+$13.9K	0.41%	26
2024 Q3	$1.06M	Sell	41,308 -484	-1%	-$12K	0.41%	28
2024 Q2	$992K	Buy	41,792 +1,338	+3%	+$31.7K	0.91%	26
2024 Q1	$996K	Buy	40,454 +8,276	+26%	+$194K	0.42%	29
2023 Q4	$760K	Buy	+32,178	New	+$678K	0.36%	33

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

Rede Wealth's SCHA Position: Q2 2026 in Review

Rede Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 46% in Q2 2026, selling an estimated $711K and leaving 25,764 shares worth $931K. The position accounts for 0.31% of the portfolio, ranked #38.

Rede Wealth first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.38M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Rede Wealth held 25,764 shares of Schwab U.S Small- Cap ETF worth $931K as of Q2 2026.
Rede Wealth sold 21,523 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $711K.
Schwab U.S Small- Cap ETF made up 0.31% of Rede Wealth's portfolio in Q2 2026, its #38 holding.
Rede Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Rede Wealth's Schwab U.S Small- Cap ETF position peaked at $1.38M in Q1 2026.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Rede Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.