SSWM
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Sheets Smith Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sheets Smith 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 		$1.69M Buy
46,676
+833
+2% +$27.5K 0.17% 127
2026
Q1 		$1.33M Sell
45,843
-632
-1% -$18.9K 0.15% 145
2025
Q4 		$1.32M Buy
46,475
+2,965
+7% +$83.7K 0.15% 145
2025
Q3 		$1.21M Sell
43,510
-333
-0.8% -$8.9K 0.14% 151
2025
Q2 		$1.11M Sell
43,843
-2,389
-5% -$56.5K 0.13% 148
2025
Q1 		$1.08M Buy
46,232
+904
+2% +$23K 0.13% 147
2024
Q4 		$1.17M Buy
45,328
+450
+1% +$12K 0.14% 138
2024
Q3 		$1.16M Sell
44,878
-3,870
-8% -$96.1K 0.14% 142
2024
Q2 		$1.16M Buy
48,748
+204
+0.4% +$4.83K 0.14% 146
2024
Q1 		$1.2M Sell
48,544
-153,404
-76% -$3.59M 0.13% 149
2023
Q4 		$1.16M Buy
201,948
+152,588
+309% +$3.22M 0.17% 126
2023
Q3 		$1.02M Buy
49,360
+1,892
+4% +$41.5K 0.16% 136
2023
Q2 		$1.04M Buy
47,468
+194
+0.4% +$4.04K 0.15% 134
2023
Q1 		$991K Buy
47,274
+246
+0.5% +$5.29K 0.15% 132
2022
Q4 		$953K Buy
47,028
+188
+0.4% +$3.85K 0.15% 135
2022
Q3 		$885K Sell
46,840
-34
-0.1% -$711 0.15% 139
2022
Q2 		$914K Buy
46,874
+2,636
+6% +$56.4K 0.15% 140
2022
Q1 		$1.05M Buy
44,238
+1,630
+4% +$38.5K 0.14% 137
2021
Q4 		$1.09M Sell
42,608
-6,076
-12% -$157K 0.14% 144
2021
Q3 		$1.22M Buy
48,684
+1,064
+2% +$27K 0.17% 131
2021
Q2 		$1.24M Buy
47,620
+11,604
+32% +$297K 0.17% 133
2021
Q1 		$897K Buy
36,016
+5,508
+18% +$135K 0.13% 148
2020
Q4 		$679K Buy
30,508
+2,580
+9% +$51.4K 0.1% 172
2020
Q3 		$477K Buy
27,928
+1,252
+5% +$21.6K 0.08% 187
2020
Q2 		$436K Buy
26,676
+8,192
+44% +$123K 0.09% 166
2020
Q1 		$238K Buy
18,484
+7,048
+62% +$120K 0.05% 230
2019
Q4 		$216K Buy
+11,436
New +$207K 0.04% 305

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

Sheets Smith Wealth Management's SCHA Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q2 2026, buying an estimated $27.5K and bringing the position to 46,676 shares worth $1.69M. The position accounts for 0.17% of the portfolio, ranked #127.

Sheets Smith Wealth Management first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sheets Smith Wealth Management held 46,676 shares of Schwab U.S Small- Cap ETF worth $1.69M as of Q2 2026.
  • Sheets Smith Wealth Management bought 833 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $27.5K.
  • Schwab U.S Small- Cap ETF made up 0.17% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Sheets Smith Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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