Scott Marsh Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Scott Marsh Financial’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
2025 Q2	$249K	Buy	+9,852	New	+$233K	0.09%	218

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Scott Marsh Financial's SCHA Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2025: 9,852 shares worth $249K. The stake represents 0.09% of the portfolio and ranks #218 among its holdings.

1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Scott Marsh Financial held 9,852 shares of Schwab U.S Small- Cap ETF worth $249K as of Q2 2025.
Schwab U.S Small- Cap ETF was a new Scott Marsh Financial position in Q2 2025.
Schwab U.S Small- Cap ETF made up 0.09% of Scott Marsh Financial's portfolio in Q2 2025, its #218 holding.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.