Retirement Income Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Retirement Income Solutions’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	$273K	Hold	9,380	–	–	0.05%	136
2026 Q1	$273K	Hold	9,380	–	–	0.05%	137
2025 Q4	$267K	Hold	9,380	–	–	0.05%	139
2025 Q3	$262K	Hold	9,380	–	–	0.04%	137
2025 Q2	$237K	Buy	9,380 +184	+2%	+$4.35K	0.04%	137
2025 Q1	$215K	Hold	9,196	–	–	0.05%	134
2024 Q4	$238K	Hold	9,196	–	–	0.05%	128
2024 Q3	$237K	Hold	9,196	–	–	0.05%	127
2024 Q2	$218K	Hold	9,196	–	–	0.05%	129
2024 Q1	$226K	Hold	9,196	–	–	0.05%	136
2023 Q4	$217K	Buy	+9,196	New	+$194K	0.05%	129
2023 Q3	–	Sell	-9,196	Closed	-$201K	–	140
2023 Q2	$201K	Sell	9,196 -5,010	-35%	-$104K	0.05%	137
2023 Q1	$298K	Buy	+14,206	New	+$305K	0.09%	105
2022 Q2	–	Sell	-9,196	Closed	-$218K	–	122
2022 Q1	$218K	Hold	9,196	–	–	0.06%	108
2021 Q4	$235K	Hold	9,196	–	–	0.06%	104
2021 Q3	$230K	Hold	9,196	–	–	0.08%	89
2021 Q2	$240K	Hold	9,196	–	–	0.08%	90
2021 Q1	$229K	Hold	9,196	–	–	0.08%	89
2020 Q4	$205K	Buy	+9,196	New	+$183K	0.07%	88

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

Retirement Income Solutions's SCHA Position: Q2 2026 in Review

Retirement Income Solutions held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 9,380 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #136.

Retirement Income Solutions first reported a position in SCHA in Q4 2020 and has held it in 19 quarters since. The position peaked at $298K in Q1 2023. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Retirement Income Solutions held 9,380 shares of Schwab U.S Small- Cap ETF worth $273K as of Q2 2026.
Retirement Income Solutions left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.05% of Retirement Income Solutions's portfolio in Q2 2026, its #136 holding.
Retirement Income Solutions first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 19 quarters since.
Retirement Income Solutions's Schwab U.S Small- Cap ETF position peaked at $298K in Q1 2023.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.