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

Revisor 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	$308K	Hold	8,534	–	–	0.07%	295
2026 Q1	$248K	Hold	8,534	–	–	0.07%	283
2025 Q4	$265K	Sell	8,534 -6,947	-45%	-$196K	0.07%	261
2025 Q3	$436K	Sell	15,481 -3,000	-16%	-$80.2K	0.15%	148
2025 Q2	$485K	Buy	18,481 +273	+1%	+$6.45K	0.17%	140
2025 Q1	$427K	Buy	+18,208	New	+$464K	0.19%	135

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

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

Revisor Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 8,534 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #295.

Revisor Wealth Management first reported a position in SCHA in Q1 2025 and has held it in 6 quarters since. The position peaked at $485K in Q2 2025. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Revisor Wealth Management held 8,534 shares of Schwab U.S Small- Cap ETF worth $308K as of Q2 2026.
Revisor Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.07% of Revisor Wealth Management's portfolio in Q2 2026, its #295 holding.
Revisor Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 6 quarters since.
Revisor Wealth Management's Schwab U.S Small- Cap ETF position peaked at $485K in Q2 2025.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.