RWB
SCHA icon

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

RMR Wealth Builders’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 		$399K Buy
11,055
+3
+0% +$99 0.02% 221
2026
Q1 		$321K Sell
11,052
-789
-7% -$23.7K 0.03% 225
2025
Q4 		$337K Buy
11,841
+12
+0.1% +$339 0.03% 218
2025
Q3 		$330K Sell
11,829
-1,488
-11% -$39.8K 0.03% 225
2025
Q2 		$337K Buy
+13,317
New +$315K 0.03% 212

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RMR Wealth Builders's SCHA Position: Q2 2026 in Review

RMR Wealth Builders increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.03% in Q2 2026, buying an estimated $99 and bringing the position to 11,055 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #221.

RMR Wealth Builders first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 542 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • RMR Wealth Builders held 11,055 shares of Schwab U.S Small- Cap ETF worth $399K as of Q2 2026.
  • RMR Wealth Builders bought 3 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $99.
  • Schwab U.S Small- Cap ETF made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #221 holding.
  • RMR Wealth Builders first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 542 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.