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

Sculati 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 		$1.23M Hold
36,242
– – 0.41% 60
2026
Q1 		$1.05M Sell
36,242
-15
-0% -$450 0.39% 64
2025
Q4 		$1.03M Sell
36,257
-79
-0.2% -$2.23K 0.36% 66
2025
Q3 		$1.01M Sell
36,336
-1,121
-3% -$30K 0.36% 70
2025
Q2 		$948K Sell
37,457
-4,576
-11% -$108K 0.36% 72
2025
Q1 		$985K Sell
42,033
-6,310
-13% -$161K 0.4% 59
2024
Q4 		$1.25M Sell
48,343
-2,427
-5% -$64.6K 0.49% 50
2024
Q3 		$1.31M Sell
50,770
-61,452
-55% -$1.53M 0.52% 51
2024
Q2 		$2.66M Sell
112,222
-121,104
-52% -$2.87M 1.14% 27
2024
Q1 		$5.74M Sell
233,326
-1,918
-0.8% -$44.9K 2.48% 8
2023
Q4 		$5.56M Buy
235,244
+814
+0.3% +$17.2K 2.59% 8
2023
Q3 		$4.86M Buy
234,430
+3,714
+2% +$81.5K 2.48% 8
2023
Q2 		$5.05M Buy
230,716
+2,574
+1% +$53.6K 2.54% 8
2023
Q1 		$4.78M Sell
228,142
-718
-0.3% -$15.4K 2.54% 8
2022
Q4 		$4.64M Buy
228,860
+1,120
+0.5% +$23K 2.6% 8
2022
Q3 		$4.3M Buy
227,740
+1,122
+0.5% +$23.5K 2.54% 8
2022
Q2 		$4.42M Buy
226,618
+5,738
+3% +$123K 2.52% 8
2022
Q1 		$5.23M Buy
220,880
+2,852
+1% +$67.3K 2.56% 9
2021
Q4 		$5.58M Buy
218,028
+2,044
+0.9% +$52.9K 2.7% 9
2021
Q3 		$5.41M Sell
215,984
-1,600
-0.7% -$40.6K 2.86% 8
2021
Q2 		$5.67M Sell
217,584
-516
-0.2% -$13.2K 3% 8
2021
Q1 		$5.43M Sell
218,100
-732
-0.3% -$18K 3.13% 6
2020
Q4 		$4.87M Sell
218,832
-1,048
-0.5% -$20.9K 3.2% 8
2020
Q3 		$3.76M Sell
219,880
-2,068
-0.9% -$35.6K 2.81% 8
2020
Q2 		$3.63M Sell
221,948
-6,660
-3% -$99.7K 3.06% 8
2020
Q1 		$2.94M Buy
228,608
+6,472
+3% +$110K 3.24% 7
2019
Q4 		$4.2M Buy
+222,136
New +$4.02M 3.77% 4

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

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

Sculati Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 36,242 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #60.

Sculati Wealth Management first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. The position peaked at $5.74M in Q1 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sculati Wealth Management held 36,242 shares of Schwab U.S Small- Cap ETF worth $1.23M as of Q2 2026.
  • Sculati Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.41% of Sculati Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Sculati Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Sculati Wealth Management's Schwab U.S Small- Cap ETF position peaked at $5.74M in Q1 2024.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.