SWA
SCHA icon

Sax Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sax Wealth Advisors’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 		$524K Buy
18,017
+10,513
+140% +$347K 0.02% 331
2026
Q1 		$214K Hold
7,504
– – 0.01% 460
2025
Q4 		$214K Sell
7,504
-405
-5% -$11.4K 0.01% 467
2025
Q3 		$221K Buy
+7,909
New +$211K 0.01% 412

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Sax Wealth Advisors's SCHA Position: Q2 2026 in Review

Sax Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 140% in Q2 2026, buying an estimated $347K and bringing the position to 18,017 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #331.

Sax Wealth Advisors first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sax Wealth Advisors held 18,017 shares of Schwab U.S Small- Cap ETF worth $524K as of Q2 2026.
  • Sax Wealth Advisors bought 10,513 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $347K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #331 holding.
  • Sax Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.