SP
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Sequent Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sequent Planning’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 		$3.24M Buy
89,561
+11,668
+15% +$386K 0.69% 34
2026
Q1 		$2.27M Buy
77,893
+15,694
+25% +$470K 0.55% 48
2025
Q4 		$1.77M Buy
62,199
+16,321
+36% +$461K 0.45% 57
2025
Q3 		$1.28M Buy
+45,878
New +$1.23M 0.36% 60

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

Sequent Planning's SCHA Position: Q2 2026 in Review

Sequent Planning increased its Schwab U.S Small- Cap ETF (SCHA) stake by 15% in Q2 2026, buying an estimated $386K and bringing the position to 89,561 shares worth $3.24M. The position accounts for 0.69% of the portfolio, ranked #34.

Sequent Planning first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sequent Planning held 89,561 shares of Schwab U.S Small- Cap ETF worth $3.24M as of Q2 2026.
  • Sequent Planning bought 11,668 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $386K.
  • Schwab U.S Small- Cap ETF made up 0.69% of Sequent Planning's portfolio in Q2 2026, its #34 holding.
  • Sequent Planning first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.