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

RWA Wealth Partners’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 		$6.69M Buy
185,116
+6,543
+4% +$216K 0.06% 149
2026
Q1 		$5.19M Buy
178,573
+17,430
+11% +$522K 0.06% 156
2025
Q4 		$4.59M Buy
161,143
+29,081
+22% +$821K 0.05% 172
2025
Q3 		$3.68M Sell
132,062
-205
-0.2% -$5.48K 0.04% 203
2025
Q2 		$3.35M Sell
132,267
-3,451
-3% -$81.6K 0.04% 195
2025
Q1 		$3.18M Sell
135,718
-2,329
-2% -$59.4K 0.04% 193
2024
Q4 		$3.57M Buy
138,047
+187
+0.1% +$4.98K 0.04% 190
2024
Q3 		$3.55M Sell
137,860
-2,064
-1% -$51.2K 0.04% 192
2024
Q2 		$3.32M Sell
139,924
-9,402
-6% -$223K 0.04% 185
2024
Q1 		$3.68M Buy
149,326
+24
+0% +$562 0.05% 175
2023
Q4 		$3.53M Buy
149,302
+558
+0.4% +$11.8K 0.05% 162
2023
Q3 		$3.08M Sell
148,744
-796
-0.5% -$17.5K 0.07% 108
2023
Q2 		$3.27M Buy
+149,540
New +$3.12M 0.07% 101
2020
Q1 		– Sell
-12,692
Closed -$240K – 237
2019
Q4 		$240K Buy
12,692
+280
+2% +$5.07K 0.02% 219
2019
Q3 		$216K Buy
+12,412
New +$219K 0.02% 218

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RWA Wealth Partners's SCHA Position: Q2 2026 in Review

RWA Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.7% in Q2 2026, buying an estimated $216K and bringing the position to 185,116 shares worth $6.69M. The position accounts for 0.06% of the portfolio, ranked #149.

RWA Wealth Partners first reported a position in SCHA in Q3 2019 and has held it in 15 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • RWA Wealth Partners held 185,116 shares of Schwab U.S Small- Cap ETF worth $6.69M as of Q2 2026.
  • RWA Wealth Partners bought 6,543 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $216K.
  • Schwab U.S Small- Cap ETF made up 0.06% of RWA Wealth Partners's portfolio in Q2 2026, its #149 holding.
  • RWA Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 15 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.