SIS
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Sound Income Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sound Income Strategies’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 		– Sell
-1,576
Closed -$46.3K – 2040
2026
Q1 		$46.3K Hold
1,576
– – ﹤0.01% 845
2025
Q4 		$48.1K Buy
1,576
+200
+15% +$5.65K ﹤0.01% 805
2025
Q3 		$38.6K Sell
1,376
-1,414
-51% -$37.8K ﹤0.01% 627
2025
Q2 		$70.6K Hold
2,790
– – ﹤0.01% 455
2025
Q1 		$65.4K Sell
2,790
-66
-2% -$1.68K ﹤0.01% 455
2024
Q4 		$73.9K Buy
2,856
+1,208
+73% +$32.1K ﹤0.01% 398
2024
Q3 		$42.4K Buy
1,648
+1,414
+604% +$35.1K ﹤0.01% 476
2024
Q2 		$5.55K Hold
234
– – ﹤0.01% 918
2024
Q1 		$5.76K Sell
234
-180
-43% -$4.22K ﹤0.01% 880
2023
Q4 		$9.78K Sell
414
-1,790
-81% -$37.7K ﹤0.01% 735
2023
Q3 		$45.6K Sell
2,204
-806
-27% -$17.7K ﹤0.01% 315
2023
Q2 		$65.9K Buy
3,010
+884
+42% +$18.4K 0.01% 269
2023
Q1 		$44.6K Buy
2,126
+696
+49% +$15K ﹤0.01% 295
2022
Q4 		$29K Buy
+1,430
New +$29.3K ﹤0.01% 337
2022
Q3 		– Sell
-302
Closed -$6K – 965
2022
Q2 		$6K Sell
302
-58
-16% -$1.24K ﹤0.01% 567
2022
Q1 		$9K Buy
360
+300
+500% +$7.08K ﹤0.01% 497
2021
Q4 		$2K Buy
+60
New +$1.55K ﹤0.01% 730
2021
Q2 		– Sell
-732
Closed -$18.2K – 1012
2021
Q1 		$18.2K Buy
+732
New +$18K ﹤0.01% 369
2020
Q1 		– Sell
-224
Closed -$4K – 858
2019
Q4 		$4K Buy
+224
New +$4.05K ﹤0.01% 498

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Sound Income Strategies's SCHA Position: Q2 2026 in Review

Sound Income Strategies sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 1,576 shares — an estimated $46.3K sold.

Sound Income Strategies first reported a position in SCHA in Q4 2019 and held it in 19 quarters. The position peaked at $73.9K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sound Income Strategies reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,576 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $46.3K.
  • Sound Income Strategies first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 19 quarters.
  • Sound Income Strategies's Schwab U.S Small- Cap ETF position peaked at $73.9K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.