SIMA Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SIMA Wealth Partners’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	$40.8K	Buy	1,129 +10	+0.9%	+$330	0.03%	84
2026 Q1	$32.5K	Buy	1,119 +6	+0.5%	+$180	0.02%	88
2025 Q4	$31.7K	Buy	1,113 +3	+0.3%	+$85	0.02%	92
2025 Q3	$31K	Sell	1,110 -16	-1%	-$428	0.02%	93
2025 Q2	$28.5K	Buy	1,126 +23	+2%	+$544	0.02%	97
2025 Q1	$25.9K	Sell	1,103 -336	-23%	-$8.56K	0.02%	110
2024 Q4	$37.2K	Sell	1,439 -1,383	-49%	-$36.8K	0.03%	97
2024 Q3	$72.7K	Sell	2,822 -206	-7%	-$5.12K	0.06%	75
2024 Q2	$71.9K	Buy	+3,028	New	+$71.8K	0.07%	72

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

SIMA Wealth Partners's SCHA Position: Q2 2026 in Review

SIMA Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.89% in Q2 2026, buying an estimated $330 and bringing the position to 1,129 shares worth $40.8K. The position accounts for 0.03% of the portfolio, ranked #84.

SIMA Wealth Partners first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. The position peaked at $72.7K in Q3 2024. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

SIMA Wealth Partners held 1,129 shares of Schwab U.S Small- Cap ETF worth $40.8K as of Q2 2026.
SIMA Wealth Partners bought 10 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $330.
Schwab U.S Small- Cap ETF made up 0.03% of SIMA Wealth Partners's portfolio in Q2 2026, its #84 holding.
SIMA Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
SIMA Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $72.7K in Q3 2024.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.