SFC
SCHA icon

Sprinkle Financial Consultants’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sprinkle Financial Consultants’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 		$1.79M Buy
49,479
+130
+0.3% +$4.3K 0.7% 34
2026
Q1 		$1.44M Sell
49,349
-337
-0.7% -$10.1K 0.66% 35
2025
Q4 		$1.42M Sell
49,686
-18
-0% -$508 0.72% 33
2025
Q3 		$1.39M Buy
49,704
+384
+0.8% +$10.3K 0.77% 31
2025
Q2 		$1.25M Buy
49,320
+1,502
+3% +$35.5K 0.76% 31
2025
Q1 		$1.12M Sell
47,818
-789
-2% -$20.1K 0.71% 31
2024
Q4 		$1.26M Sell
48,607
-367
-0.7% -$9.77K 0.86% 26
2024
Q3 		$1.26M Buy
48,974
+338
+0.7% +$8.39K 0.9% 27
2024
Q2 		$1.15M Buy
48,636
+7,476
+18% +$177K 0.91% 26
2024
Q1 		$1.01M Sell
41,160
-384
-0.9% -$9K 0.87% 25
2023
Q4 		$981K Buy
+41,544
New +$876K 1% 22

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Sprinkle Financial Consultants's SCHA Position: Q2 2026 in Review

Sprinkle Financial Consultants increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.26% in Q2 2026, buying an estimated $4.3K and bringing the position to 49,479 shares worth $1.79M. The position accounts for 0.7% of the portfolio, ranked #34.

Sprinkle Financial Consultants first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sprinkle Financial Consultants held 49,479 shares of Schwab U.S Small- Cap ETF worth $1.79M as of Q2 2026.
  • Sprinkle Financial Consultants bought 130 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $4.3K.
  • Schwab U.S Small- Cap ETF made up 0.7% of Sprinkle Financial Consultants's portfolio in Q2 2026, its #34 holding.
  • Sprinkle Financial Consultants first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.