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

Spire 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 		$379K Buy
10,490
+412
+4% +$13.6K 0.01% 615
2026
Q1 		$293K Buy
10,078
+6
+0.1% +$180 0.01% 684
2025
Q4 		$287K Buy
10,072
+3,456
+52% +$97.6K 0.01% 693
2025
Q3 		$185K Buy
6,616
+65
+1% +$1.74K 0.01% 804
2025
Q2 		$166K Sell
6,551
-5,133
-44% -$121K 0.01% 813
2025
Q1 		$274K Sell
11,684
-2,309
-17% -$58.9K 0.01% 739
2024
Q4 		$362K Buy
13,993
+297
+2% +$7.9K 0.01% 657
2024
Q3 		$353K Sell
13,696
-1,088
-7% -$27K 0.01% 600
2024
Q2 		$351K Sell
14,784
-38,822
-72% -$920K 0.01% 572
2024
Q1 		$1.32M Buy
53,606
+3,144
+6% +$73.7K 0.02% 312
2023
Q4 		$1.15M Buy
50,462
+3,492
+7% +$73.6K 0.04% 335
2023
Q3 		$973K Buy
46,970
+502
+1% +$11K 0.04% 334
2023
Q2 		$1.02M Sell
46,468
-2,092
-4% -$43.6K 0.04% 348
2023
Q1 		$1.02M Buy
48,560
+38,846
+400% +$835K 0.04% 338
2022
Q4 		$197K Buy
9,714
+2,534
+35% +$51.9K 0.01% 565
2022
Q3 		$136K Sell
7,180
-10,156
-59% -$212K 0.01% 618
2022
Q2 		$338K Sell
17,336
-79,262
-82% -$1.69M 0.01% 593
2022
Q1 		$2.31M Buy
96,598
+25,702
+36% +$607K 0.06% 246
2021
Q4 		$1.81M Sell
70,896
-116
-0.2% -$3K 0.04% 328
2021
Q3 		$1.78M Sell
71,012
-3,392
-5% -$86.1K 0.05% 307
2021
Q2 		$1.94M Buy
74,404
+5,940
+9% +$152K 0.05% 293
2021
Q1 		$1.71M Buy
+68,464
New +$1.68M 0.05% 317

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

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

Spire Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.1% in Q2 2026, buying an estimated $13.6K and bringing the position to 10,490 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #615.

Spire Wealth Management first reported a position in SCHA in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.31M in Q1 2022. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Spire Wealth Management held 10,490 shares of Schwab U.S Small- Cap ETF worth $379K as of Q2 2026.
  • Spire Wealth Management bought 412 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $13.6K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #615 holding.
  • Spire Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Schwab U.S Small- Cap ETF position peaked at $2.31M in Q1 2022.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.