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

Ritholtz 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	$1.25M	Buy	34,603 +4,763	+16%	+$157K	0.02%	554
2026 Q1	$868K	Buy	29,840 +12,629	+73%	+$379K	0.02%	591
2025 Q4	$490K	Buy	17,211 +4,566	+36%	+$129K	0.01%	725
2025 Q3	$353K	Sell	12,645 -740	-6%	-$19.8K	0.01%	789
2025 Q2	$339K	Buy	+13,385	New	+$316K	0.01%	761

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

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

Ritholtz Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q2 2026, buying an estimated $157K and bringing the position to 34,603 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #554.

Ritholtz Wealth Management first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Ritholtz Wealth Management held 34,603 shares of Schwab U.S Small- Cap ETF worth $1.25M as of Q2 2026.
Ritholtz Wealth Management bought 4,763 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $157K.
Schwab U.S Small- Cap ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #554 holding.
Ritholtz Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.